Being a Younger Financial Advisor

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This week, Alex Palumbo, a monetary advisor at Ritholtz Wealth Administration joins Josh Brown within the purple chairs to debate the triumphs and challenges of being a teenager in an outdated individual’s business.

The common age of a monetary advisor in America is 59(!), which makes us one of many oldest professions within the nation. However because the growing old inhabitants strikes deeper into retirement, one of many greatest considerations out there may be the truth that many monetary advisors are retiring themselves.

This represents a giant alternative for youthful advisors and for the usage of know-how throughout the wealth administration business.

Alex, like many younger individuals of his technology, has discovered that working at a purpose-driven agency with a transparent message and a robust inclination towards doing the fitting factor. Discovering this message and turning into personally invested in it was the important thing to unlock his powers.

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