ETF Working Lunch: Building An Advisory Biz

June 01, 2020

It’s a tough time to be a financial advisor, facing shrinking compensation and growing competition, as well as challenging markets in the year of a pandemic. Kathryn Schwartz knows the challenge well as founder and CEO of Pawleys Investment Advisors. She shares with us the hurdles, the opportunities and the lessons she’s learned along the way.

 

 

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