Today I had the privilege of moderating a panel comprised of four Financial Advisors being honored by NAIFA. Called “4 Under 40″, each advisor was nominated by their company for their outstanding performance.

As a coach for Advisors, I was delighted to come up with questions for them to answer, introduce them and hear their answers from their perspective of youth. What I did not anticipate were the questions from a completely engaged audience, which reflected a deep desire to learn from these young advisors. Read More→