With an average tenure in the industry of 30 years, this year’s Top 1,200 Advisors have plenty of perspective on what works and what doesn’t.
Top advisor Thais Piotrowski targets young professionals with $300,000 to $1 million. She pushes them to save 25%. “I’m a hard coach.”
Merrill Lynch’s Daniel Fries says clients need encouragement to keep their investment plan on track. Focusing on performance, risk, and taxes can help.
Top advisor Charles Zhang says the rise of video meetings is increasing competition. It isn’t just local anymore.