40 Tips for the Under 40 Advisor: Some Thoughts and Laughter for the Next Generation

A generational change is underway! The financial advisors who came from a sales business and who lived through the greatest bull market in history are passing the torch to you ... a new generation of professionals with greater skills, deeper values and different expectations of success.

You will be the stewards and guides for the next century as investors worldwide face the greatest financial challenges of their lives. Two billion people are counting on you!

Thought you might like a little help.

The modern global financial services profession touches billions of people. How well you do your job as an individual advisor determines the future for hundreds if not thousands of families. It's an awesome responsibility.

You have amazing power to do good things and to help clients in ways we never imagined a generation ago. This book may help you avoid some of the pitfalls and dumb mistakes along the journey.