I ran across a rather shocking statistic.  Over 90% of financial advisors do not last three years!  The most common reasons they quit are lack of fulfillment, difficulty finding clients and burnout.  But you’ve withstood the test of time. What is different about you and your approach that’s lasted 30+ years? Over the next 20 years, about 70 trillion dollars will pass from baby boomers to their heirs.  Many boomers worry that if their children know about the money that could be coming their way, it will change their behavior.  How often do you see parents bring their children into a financial planning meeting? 

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