By Mindy Diamond, WealthManagement.com – It’s hard to imagine that the world could evolve as much as it has in such a short time. As work lives have changed and the industry landscape continues to expand, it’s left many seasoned advisors to wonder how they can have greater freedom, flexibility and control over their businesses. However, they are often stymied by the belief that it may be “too late” for them to even consider it.
At a time when many other advisors would be focused on retirement, this senior advisor and his team took “the road less traveled” in order to better serve their clients and business. [podcast]
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