Author - PWP Intern

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Does your Advisor have a Plan?

Does your Advisor have a Plan?

When I was beginning my search for a career in the financial services industry, a wise individual told me “you want to work with a team that operates as a business and not as a lifestyle firm.” This is a statement that was not only applicable to my situation, but also a consideration that should be posed by every consumer to his or her advisor. After all, what does happen to all of the planning you’ve put into your financial future if your advisor simply exits the business tomorrow?

Unfortunately, with the ranks of advisors aging, this is …

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