‘Crawl Before You Run’ and ‘Wear All the Hats’: Uncensored Tips for Going Independent
Ego is a big driver for many advisors, who don’t want to admit they don’t have all the skills or time to effectively run a full-service high-net-worth practice. Be part of a larger team that can offer the full range of services that high-net-worth clients need. Don’t go at it alone. If you are part of a high-quality team, you don’t have to know it all. -Scott Wilson, Senior Managing Director and COO of Kestra Private Wealth Services
Financial Planning, October 12, 2021
