Episode #24

30 Lessons in 30 Years as a Wealth Advisor

04.18.2024

I can still remember that morning in March 1994 when I walked into my new office and began my career as an advisor. This year in 2024, I'm proud to celebrate my 30th anniversary as a wealth advisor. I'd like to think that I have learned a few good lessons throughout my career. So in honour of my 30 years as a wealth advisor, I'm sharing my top 30 lessons for investor success.