The Impact Young Advisors Are Having On the Financial Industry

Being a young advisor in an industry dominated by older generations can be tough, but it also brings many new opportunities to the field. 

In this episode, Matt Ackermann sits down with Taylor Schulte of Define Financial and Michael Mohr of the Mohr Financial Group. The trio dives into conversation on the impact that the young advisors have on the financial industry, and how new perspectives could open up doors advisors have never seen before. 

In this episode, you will learn:

  • What it is like being a young advisor in the financial industry
  • Details on opening an independent firm
  • The evolution of change that up and coming advisors can bring to the industry  
  • What the future of the financial advising industry could look like  
  • And more!

Tune into this episode to hear real stories of two young advisors taking the leap and running an independent firm, and the potential lasting effects on the industry. 

Related: The New Age of Recruitment with Robert Sandrew and Ryan Shanks