Changing of the Guard

I have clients in their 80’s and clients in their 20’s and everyone else in between. Our fan base on the podcasts and video channels skews younger. Our multi-millionaire clientele skews older. I sit in between and speak to both audiences, probably more than most FAs in the industry. So I have some perspective on the idea that the investment markets have undergone a “changing of the guard” so to spe...

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source https://thereformedbroker.com/2021/06/02/changing-of-the-guard/

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