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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4 min
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.