The industry is struggling with generational transition and transformation. I recently heard Mark Tibergien, CEO of Pershing Advisor Solutions, speak about the issue to a bunch of advisors who are shifting their practices to the next generation - and his remarks gave me an interesting way to frame the issue.
Like many of you, I'm a roaring baby boomer. Since the average age of advisors is about 56, I can be fairly confident that I am speaking to you as a peer. (If you are a Gen Xer or a millennial, don't go away: I've got something for you, too.)
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