Financial advisors-in-training must be ambitious, gutsy and thrive on hard work. That’s just for starters. And who is best qualified to guide these rookies on their challenging journey to profit and prosperity? Somebody who’s walked miles and miles in their shoes: in other words, a caring mentor.
In Research’s November cover story, Ellen Uzelac examines how clients' hopes and expectations for their later years have changed rapidly — and how advisors can make the most of these challenges. Also in the issue: “Making the Most of a Mentor” and "A Lost Decade for Advisors?” discusses...