Hello! As I mentioned before, I am excited to take on "The Ladder," a series by Financial Planning that looks at how executives and leaders in the wealth management industry made it to where they are today — and what you can learn from them. I started with Eric Franklin, managing principal at $39 million AUM registered investment advisory Prospero Wealth in Seattle, who spent over 20 years learning the tech world before starting his RIA. I hope you'll check it along with the rest of this week's stories. As always, thank you for reading. Talk to you next Wednesday! |