 Many advisers don't have a succession plan. What do they think is going to happen to all of their clients and their business?”Jim Meehan, managing partner, 1847Financial |
Adviser Staffs Up with Millennials
Veronica Dagher | Wall Street Journal Online, August 2014
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Summary: When Jim Meehan joined 1847Financial as managing partner in 2011, he started a mission to ramp up the firm's life-insurance production. As of the end of last year, that production was up threefold--a success factor he credits partly to the nearly 40 millennial-aged financial advisers he hired.
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