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The New Era of Prospecting in Wealth Management

The job of a private wealth advisor can be one of the most rewarding in our economy. You get to follow the markets, help people reach their financial and personal goals, and make a decent living while doing it. From our experience, the best advisors really aren’t financial professionals at all. They’re coaches. They care about people, and like a metal detector on the beach, they’re constantly looking for solutions to their clients’ problems. If it’s not a portfolio strategy, it’s a better way to manage the talent in their business or to figure out how to transfer their wealth to the next generation equitably.