In an executive interview with business reporter Sarah De Crescenzo, Trevor Callan discusses the opportunities and challenges within the wealth management and financial planning industry today.
Trevor speaks to the importance of working with an independent advisor, not associated with a large bank or broker dealer, who can serve objectively as the steward of a family’s overall financial situation. Trevor points out that in today’s environment, advisors who are niche oriented are best positioned for growth due to the increases in competition and complexities that come with wealth.
Click here for the full interview!
