Voices: The 7 biggest shockers from my four decades of financial planning
November 17, 2020 by Allan S. Roth
Working as a financial planner all of my adult life — the first 20 years as a corporate financial planner and the second half working with individuals — I’ve seen some big changes in the industry, some foreseeable and others, many in fact, that have been so counterintuitive or just plain out of left field that they shocked me.
Below I’m sharing my top seven top surprises in hopes that being forearmed will give my fellow advisors the edge in building your practice and in helping your clients attain their financial goals.
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