For the next-generation advisors who are in line to inherit a book of business from a senior advisor, the goal is to build and shape the legacy that will be left to them and to do so in a way that feels authentic, value-driven, and entirely their own.
It’s not uncommon to feel a lack of motivation or boredom in your job. It becomes a worrying sign when the feeling is consistent. Maybe it is time to move on to your next venture. While the wealth management industry can be challenging, if you are not in the right role, you won’t enjoy your work and the challenges will feel like a burden. How will you know it’s time to switch jobs in the wealth management industry? Let’s find out 5 reasons.
A relationship manager manages communications with clients such as businesses, vendors, or partners. The relationship manager understands the client’s needs and meets them on time.