 In a few early meetings with prospective clients, I talked too much. I now see it as an opportunity for everyone to think through an answer or process information..”Jean Wilczynski, financial adviser, Exencial Wealth Advisors. |
New Advisers Confront Surprises, Challenges
Veronica Dagher | Wall Street Journal, May 2015
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Summary: When financial advisers start their careers, they typically discover challenges they hadn’t expected. Many don’t make it through those harrowing first years. Here, some advisers who still are in their early years of practice share some of the surprises they have encountered, mistakes they have made and the lessons learned.
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