Eight years ago, Jed Schlanger got an inspiration: to focus on small business owners whose companies produced tangible goods. I felt I'd get a vicarious thrill from working with people who made something real, he says. So, Schlanger, who heads The...
The industry's focus on high-net-worth clients has been a boon to many advisors, but the high energy focus required to succeed in the high-net-worth game is not always easy to sustain. An advisor I know named Marsha admitted: Sometimes I wonder if...