Andrew Sivertsen, CFP® Named One of FA Magazine‘s 10 Young Advisors To Watch
May 1, 2017 – FA Magazine recently named Andrew Sivertsen, CFP® as one of its 10 Young Advisors To Watch. Author Eric Rasmussen explains how young advisors are changing their advice and compensation to meet the needs of the millennial client. He says “For the past three years, Financial Advisor has been looking for 10 young advisors who are challenging the industry, coming up with new business models, communicating with clients in novel ways and otherwise upending the conversation.”
Andrew Sivertsen from our Moline, IL office discusses how in addition to his finance background, his cultural experiences from serving several years in the mission field of the Dominican Republic helped shape how he gets to know clients. “It’s getting to know them and their life and what’s their ideal outcome and what’s their ideal purpose and tailoring their plan based on what that looks like.”
To read the full story about Andrew and the award, click here!