Kirk Mandlin has a simple goal for this year and any year. "To be the best leader, husband, and father I can possibly be," he says. With the power of positive thinking, Mandlin expects to use those strengths to expand his business. "The challenge is to refocus our financial advisors on external growth," Mandlin says. Clients are aging, and their investment profiles have become more conservative. Many baby boomer clients are living on their distributions. Both these factors have resulted in a slightly reduced assets under management this year compared with last.

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access