Chic Eyeglasses, New Hit Songs, and Acronyms: How a 57-Year-Old Advisor Is Staying Current

More advisors are starting to realize it’s important to be seen as not only capable and experienced but also fully in touch and up to date with culture—especially if they want to attract new clients.

This isn’t about 50 being the new 40 or even 30, but about finding a way to stay perpetually relevant.

Full article on RIA Intel

Get in Touch

In 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us