Young Advisors Should Focus on Building Their Knowledge and Expertise
Young Advisors Should Focus on Building Their Knowledge and Expertise
“At the end of the day, you have to make up for what you lack in years of experience with knowledge and expertise,” says Wen Nottebohm, managing director and wealth advisor at Cresset. If you do that, “oftentimes clients don't care about your age.”
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The Way Forward
Interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
