What is one way wealth management professionals should think differently about their next career move?
Eddy Ricci, Jr., CFP ®, CEPA ®: Companies, practices, and people CAN evolve. In many cases, they have to – to compete in the marketplace. You could be doing yourself a disservice by shying away from an entire channel or platform without getting an updated perspective and learning directly for yourself.
Michael P. Connaughton, CFP®, CLU®, ChFC®: Too often we see wealth management professionals pass on an opportunity because of firm or broker dealer affiliation. The diversity from practice to practice is vast within the large firm structures and eliminating a position that aligns with your experience and passion on preconceived notions can result in missing dynamic career opportunities.