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John Bowen on A Strategic Blueprint to Achieve 100x Growth
Financial advisors are standing at the intersection of several historic, tectonic shifts. Over the next decade, we are poised to witness a staggering $124 trillion transfer of wealth. Simultaneously, the industry could be facing an unprecedented talent shortage, due in large part to aging boomers stepping away from their companies. And then there's the rise of AI, whose rapid advances are rocking the markets and advisors' value.
Many folks I talk to believe this convergence of variables has put the whole industry on shaky ground. But today's guest shares my view that while this might be a bad…
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