For firms that haven't recently updated their capabilities, the next few months will be a rough wake-up call.
| | | | | Q: How has your experience affected the way you interact with other advisors in the industry?
A: "My quote-unquote ‘mentor’ was someone that was not the nicest person. Basically, when I told them I realized that what they were running was kind of a chop shop, they told me I would never make it in this business without them. So if we fast-forward, now I like to give back to the industry and help out, and that’s one of the reasons why I always have an open-door policy if advisors want to talk and share ideas,” says Lake Avenue Financial CEO Alex Chalekian. | |
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