Agreed. SAs are an oft overlooked group of folks when it comes to advancement to adviser status. To be sure, not all have the stuff of which advisers are made. That said, many do. They already...
Very enlightening article- thank you.
Important notes, especially as we continue lose huge producers to HighTower and the like. Kudos to Mr. Shier's practical advice and "candidness", in spite of his IBD afifliation.
I considered myself very lucky to join this industry 25 yrs ago, where my college-age son and his friends scoff at the notion. They do think it's "their father's" Wall Street, and that urgently...