Younger planners have a lot to offer the industry but can face numerous hurdles to success, according to Joseph D. Pitzl, director of financial planning at Intelligent Financial Strategies in Edina, Minn.
“The generations prior have all had the ability to come into the field and make their own path,” Pitzl said. These older advisors “developed their own philosophies” and were able to put them into practice by starting their own firms.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access