Laurence Brody I really liked this article and its timeliness. There will be continuing need for human relational financial advice. You will have to have the personality and confidence to attract clients. I think the Advocacy movement is for the present, but planning for the future and professional survivability is a better issue. If there are concerns about working for someone, a CFA member should consider starting their own firm, either solo, or with trusted partners. There can be great pleasure in creating your own corporate culture and ethical system. There will be a shock in terms of the compliance and legal attention needed. I think Sameer S. Somal makes a contribution for what younger members could be considering. Thanks Sameer.

Laurence Brody, M.D.
CFA Society of Los Angeles