My compliance department flagged me for having too many elderly clients and suggested I am targeting vulnerable populations but I just relate better to older people.
More people experience this than they realize.
Well-intentioned oversight can feel like an attack on our character and professional judgment.
“Where Are You with Financial Services — Financial Advisory & Wealth Management?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.