David Velanoff

Decorative pattern

Planning and Advice

Younger advisors will trade income prospects for stability

Whether you’re growing a financial planning practice, a branch office you own, a corporate- owned branch or a financial planning firm, the ability to recruit high-quality associates is a key component of success. A model of recruiting and business building that’s not frequently discussed is the salaried run financial planning practice. With the average age […]

By David Velanoff |October 1, 2009

6 min read

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