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.

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