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There are nearly 250,000 financial advisors in the U.S., with that figure set to rise 30% by 2024, according to the Bureau of Labor Statistics, in step with rising consumer life expectancies and overall increased demand for personal financial planning.

As financial advisors get in line to serve that growing group of clients, the decision around where to locate a practice becomes the lynchpin to a successful career. While some opt to strike out on their own, other advisors opt to join large wirehouses. However, there’s another option – reaching clients through a credit union – that can be both satisfying and strategic at once.

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Tonya Knudesn


Credit Union Times

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