@SamanthaTwenty It's because most financial advisors aren't trying to go after the younger adults, they're looking for 1mm+ in assets and don't believe there's enough young people with that type of money.
While the name of the conference was meant to convey Gladstone's partners growing together, the name is also a perfect representation of Azellaโs relationship with Gladstone Wealth Partners.
Last year and still stands
"My vision and mission for Azella is to help families and individuals with financial literacy, and I'm doing that ... https://t.co/8iqwgbMU49
After an extremely busy week at home with the kids for Spring Break, I spent the evening at the office planning for a very busy next couple of months of traveling, client onboarding and product dev. I'm energized from the progress we've made on the platform creating phase two...