40 Tips for the Under 40 Advisor: Some Thoughts and Laughter for the Next Generation

You will be the stewards and guides for the next century as investors worldwide face the greatest financial challenges of their lives. Two billion people are counting on you!

Thought you might like a little help.

The modern global financial services profession touches billions of people. How well you do your job as an individual advisor determines the future for hundreds if not thousands of families. It's an awesome responsibility.

You have amazing power to do good things and to help clients in ways we never imagined a generation ago. This book may help you avoid some of the pitfalls and dumb mistakes along the journey.

A former U.S. Army officer, advisor, top branch manager and National Sales Manager of one of the largest mutual fund families in the world, Frank has trained tens of thousands of advisors in advanced business-building skills and has spoken to groups in nearly every firm in the industry. For seven consecutive years, he has been voted the Top Industry Speaker by the largest wealth management firm in the business!