Building a Book of Business for Next-Gen Advisors

One of the biggest challenges for new financial advisors is prospecting and finding new clients. We join A.J. Bishop, founder of My Wealth-Conscious Coach, on our NextGen in 10 Podcast for a conversation about strategies for success in the client search and how to overcome traditional obstacles in the profession that can sometimes lead to exits from the field and high turnover rates at financial advising firms.