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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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Learn more about Alex here:

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20 thoughts on “Being a Younger Financial Advisor financial consultant”

  1. 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.

  2. 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.

  3. 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!

  4. 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.

  5. 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)

  6. 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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