I Interviewed a Financial Advisor of 32 Years Who is Also My Dad (Part 2 of 5)

This is a 5 part series on what it was like to be a financial advisor for 32 years and then retire. You can see part 1 here.

Stevyn: Is there anything you would have done differently to prepare for retirement?

Dad: No, I really can't think of anything that I would have done differently. It was really a nice transition and it happened over about a 10 or 12 year period of time to go from 1200 and some odd clients. And just stage that down to give away my clients, to, you know, to new brokers that were coming into the business and for the last five years or so, I maybe had 50 clients that were all people at least told me they love me.

Stevyn: They were your favorites and you were their favorite.

Dad: Absolutely. Yeah, we were, yeah, we were on the same page together. And that was, that was really a fun part because it got rid of all the, kind of the head knocking that you run into with with people that just don't quite fit into what you want to be doing.

Stevyn: So it wasn't like in the financial industry one day and out the next day. okay. So I have a question that specifically around trying to get more business...

TO BE CONTINUED...