We do have a gap in our profession because many advisors are retiring and the pipeline isn't keeping up with the pace of those aging out of the workforce."
Shannon Pike, Tanglewood Legacy Advisors |
Summary: That's where a financial advisor often comes in. Those with certification can provide a range of financial advice from budgeting to estate planning. (You also don't have to be a millionaire to afford one.) There may be an even greater impetus to find a qualified professional now with the fate of the Department of Labor's investor protection rule in limbo.
We do have a gap in our profession because many advisors are retiring and the pipeline isn't keeping up with the pace of those aging out of the workforce."
Shannon Pike, Tanglewood Legacy Advisors |
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