Advisor Journeys

Click Here! Share Your Story.

As aspiring or early professionals in the wealth management industry, it can be intimidating to navigate the different roles and career paths available. Many of us hyperfocus on finding the “best” or “most efficient” route—but in reality, many roads can lead to the same success.

Advisor Journeys is a collection of stories highlighting the diverse career paths of successful advisors and industry professionals. Whether you’re a seasoned advisor who has built a thriving practice or someone on the advisory path through a support role, your story has the power to inspire and guide the next generation of professionals.

For members of The GenZ Advisor community, reading these stories can help them:

Discover new career paths they hadn’t considered
Learn from real-world experiences of successful advisors
Understand what success looks like and how to achieve it

We Want to Hear Your Story!

If you're in the wealth management industry, we invite you to share your journey. Your insights could be the exact guidance an aspiring advisor needs.

Compliance & Approval Process

We understand that professionals may have compliance considerations when sharing their stories. We want to ensure full transparency and adherence to firm regulations.

Additionally, you will have the option to submit the form anonymously.

How It Works

Step 1: Complete and submit the Advisor Journeys form, where you will answer both career and compliance related questions.

Step 2: Receive a copy of your responses for review.

Step 3: We will craft the final version of your story and send it to you for approval before it is published.

Click Here! Share Your Story.