Explore a Diverse Life – Including a Career Change

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Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

If I was still a wealth advisor, I’d consider another career.

In fact, I was a wealth advisor and that’s exactly what I did.

That doesn’t mean you should quit your job, but it’s something to consider.

My experience

Our views are formed by our personal experience. Mine are no exception. Over the past half century, I’ve been a Wall Street lawyer, international counsel for a large conglomerate, founder of a litigation law firm in New York City, a partner in a large law firm, a co-founder of a wealth advisory firm, a wealth advisor with two prominent advisory firms, and an author of nine books. Currently, I’m the founder and president of two consulting firms that provide digital marketing services, coaching and speaking services to evidence-based advisors, TAMPs and fund families that support them.