Changing the Ratio

Wealth/Stack is an event that focuses on the future of the financial advisory profession. And in the future, the advisor base is going to look more like the demography of the United States.

I did everything I was supposed to do

They called me in to the conference room on Friday morning, ahead of Father’s Day weekend. “Have a seat, Dave…” I sit. The whole thing happens in fifteen minutes. I have til the end of the day to say my goodbyes. I have none that I want to say. They tell me to get my…