The value of a trusted adviser
My son, Tyler, is a pretty smart kid. He’s a proud graduate of Dorman High School, Wofford College, and is currently studying for his Master of Business Administration and Master of Public Health dual degrees at the University of California, Berkley. (I kid him by calling it Snowflake University.) And as with most young adults his age, he believes he possesses more wisdom than his words suggest. Recently we were talking about my practice, the business of financial advice. He told me that what I do for a living now would soon be nothing more than an app on a phone. He told me not to be upset because general practitioner attorneys and doctors would be in the same boat. We would all be looking for work because we would…
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The value of a trusted adviser
