After asking 21 successful advisors and firm owners the same question, one debate stood out first: should young advisors pursue equity immediately, or get experience first?
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ProfessionWriting
Essays and field notes on where planning is headed.
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ProfessionEquity Now vs. Equity Later: When Should Young Advisors Pursue Ownership?
After asking 21 successful advisors and firm owners the same question, one debate stood out first: should young advisors pursue equity immediately, or get experience first?
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ProfessionAdvice from 21 advisors on how to pursue ownership as a young advisor
I asked 21 successful advisors and firm owners one question: if you were 20 again, what would you do to own a firm someday? Here's what they said, debate by debate.
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TalentBuild a Plan. We Want to See How You Think.
After being handed a 70-page case file with only one instruction, I started rethinking how firms train new advisors — and whether we delay the experiences that help them grow the fastest.
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A letter on where the profession is going, from a fresh perspective.
New essays, insights, and the occasional research finding. Sent when there is something worth sending.