When adviser Aida Swanson was 8 months pregnant, she had an epiphany about her career: She wanted to start fresh, and be on her own.
“I woke up one morning and I thought, I just need to do this. If it’s going to happen, I need to just do it, there’s no other way,” she says. “I had spoken to a few larger firms and they were all very focused on the numbers and the sales. I wanted to have more of a compassionate approach to it and have a true consultant approach.”
