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Those were the words a $1 million financial advisor said to me last month, dramatically shortening his intended succession path.
Amid the recent market fluctuations, I have spoken to many senior advisors who are suddenly ready to exit the industry. The seemingly interminable bull market allowed advisors to enjoy the ride after their successful, tenured careers. While they may have had a 2-5 year retirement horizon, for many that timeline has been quickly accelerated.
For some advisors, the recovery will soften the sense of urgency. For many others, the time appears to be now. We can help with the how.
– Michele Mandeville, Founder/President, PRISM Wealth Management Recruiting