Being a Younger Financial Advisor financial consultant

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This week, Alex Palumbo, a financial advisor at Ritholtz Wealth Management joins Josh Brown in the purple chairs to discuss the triumphs and challenges of being a young person in an old person’s industry.

The average age of a financial advisor in America is 59(!), which makes us one of the oldest professions in the country. But as the aging population moves deeper into retirement, one of the biggest concerns out there is the fact that many financial advisors are retiring themselves.

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This represents a big opportunity for younger advisors and for the use of technology within the wealth management industry.

Alex, like many young people of his generation, has found that working at a purpose-driven firm with a clear message and a strong inclination toward doing the right thing. Finding this message and becoming personally invested in it was the key to unlock his powers.

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20 comments

Lawrence Iacona 27/09/2021 - 1:48 AM

So inspirational! As a future young advisor myself, looking forward to it!

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Brian 27/09/2021 - 1:48 AM

So the average age in this industry is old. Is this historically true or is this a recent trend?

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Streamline My Practice: For Financial Advisors 27/09/2021 - 1:48 AM

Minute 2. So true.
Many clients choose our firm of “young advisors” because they know we’re not gonna retire before they do.

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keith michelfelder 27/09/2021 - 1:48 AM

Josh – I have followed you since the Reformed Broker first came out. I wish I would have listened to your advice then. I am all ears now!

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Just a mustard seed 27/09/2021 - 1:48 AM

If any government deserves money from inheritances the soundest & safest investment should only be to the divinely controlled 2020 government of THE KINGDOM OF GOD. At least the whole world would benefit from Gods love, and those responsible for distributing it would be able to sleep soundly at night knowing it would never be used to harm or hurt anybody, it would be the most righteousness thing to do. Even the Lord God I'm sure would look favourably on the founders of his Kingdom of God on earth. A very sound and divine investment for all concerned.
AS A GIFT l it will allow so much restoration for mankind. Thank you & bless you.
THEALMIGHTYFATHERGod.com

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Jake Peace 27/09/2021 - 1:48 AM

He's already to old he doesn't know how to dap someone up

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Ling Lee 27/09/2021 - 1:48 AM

Was going to do CFA but did Masters in real estate investment and CAIA. Now work in Real Estate private equity. Been only 26 can be difficult gaining respect of senior investors with high net wealth. Although main plan is real estate development and building my real estate portfolio up so do not need to rely on my $160k salary.

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Poker Rina 27/09/2021 - 1:48 AM

Do I have to move to Brickell

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Sir Scrotus 27/09/2021 - 1:48 AM

Just getting into the business, thankful for the insights guys.

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Art Vandalay 27/09/2021 - 1:48 AM

Dude that guy is on CNBC!

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Cody Carlson 27/09/2021 - 1:48 AM

Huge fan of yours Josh! I’m 25 and would love to be sitting in that chair with you…I have 3yrs of full time trading experience. I’m just like you (even personality wise lol). All about mechanics and technicals. If you ever considered me working with you I’d love you forever hahaha I think I could add a lot of value. Cheers!

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PoweredByPurpose 27/09/2021 - 1:48 AM

Great message. We'd like to use this video as part of our Wealth Advisor Residency at the Bauer College of Business at University of Houston. BTW, we met at Riskalyze in San Antonio, 2018. Keep up the good work.

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DWCmoney 27/09/2021 - 1:48 AM

Josh Brown telling it how it is! Love the transparency

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bryce e 27/09/2021 - 1:48 AM

Also would appreciate a reference to learning about young wealth management. Hard to find places to learn

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bryce e 27/09/2021 - 1:48 AM

He really makes brokerages look bad. Of course there are plenty of bad sales tactics inside of them, but I still apply the “right way” mindset in ours. It helps we are non-captive (we are able to sell products from other companies if they are more competitive)

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K. F. 27/09/2021 - 1:48 AM

Awesome. I'm new to the financial industry also. Recently passed my Series 7 & 66 and started w/ Morgan Stanley. Thanks for your insights Alex and best of luck to you and your future endeavors.

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Paolo Sobretodo 27/09/2021 - 1:48 AM

great insight

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Dover339 27/09/2021 - 1:48 AM

Josh do a video on your office artwork

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Thomas Tranfo 27/09/2021 - 1:48 AM

Good stuff Alex but extremely wrong on the handshake maneuver. Everyone knows you gotta dap up your boy 😉

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Zachary Shrier 27/09/2021 - 1:48 AM

Good luck, Alex!

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