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After her Stanford B-school classmates rip on FAs at reunion, a stung Min Zhang takes uber north to Pershing RIA event to hear out Kitces, Tibergien and Poirier on the topic


By Min Zhang


After her Stanford B-school classmates rip on FAs at reunion, a stung Min Zhang takes uber north to Pershing RIA event to hear out Kitces, Tibergien and Poirier on the topic
Mark Tibergien, Mike Kitces, Addepar CEO and others in San Francisco show pathway to capturing the hearts and savings of ‘bankless’ millennials

Brooke’s Note: We know what we think of robo founders and millennials. But what does a Stanford grad, Totum founder, about 31 years of age think of us — particularly fresh off time among classmates in Palo Alto, and fresh after hearing Mark Tibergien give a fine-form speech, ditto Mike Kitces? That was what we were after in getting Min Zhang to cover Pershing’s West Coast RIA event for 2016. She has thoughts.

As chance would have it, the weekend before the Pershing’s Regional Symposium in San Francisco, I attended my five-year reunion at he Stanford University Graduate School of Business.

Many of my classmates — mostly “millennials” in their 30s like me — have started families or sold businesses, all living up to our school’s lofty motto of “change lives, change organizations, change the world,” while creating wealth.

But their views on financial advice and advisors were sobering for me as a person building my career on supporting those things.

 

Read more here.

 





This article originally published May 6, 2016 on RIABiz

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