u/Axelrod_96

Hey everyone, this question for a wealth advisor or FP at bank say TD RBC DS etc or independent like Wellington Altus. How hard is to get the book of business or part of it when the main advisor is retiring. Especially in banks since bank own the book does it get passed down to junior advisor or it’s given to other senior advisor or advisor from other branch etc .

Also as an advisor what changes you think will occur in next 5-10 years is it right to enter the industry given the 84T intergenerational wealth transfer.