Joshua Coleman, founder and CEO of Momentum Advanced Planning and an independent advisor associated with the Penn Mutual Life Insurance Company, has a lot to say about the insurance industry, and most of it goes against societal stereotypes. Insurance is exciting, Coleman vows. Moreover, it's an industry that rewards innovation and talent, and that is perfectly suited to millennials' twin demands for flexibility and the chance to have an impact.
It's a convincing argument that could go a long way toward solving the industry's recruiting woes.We sat down with Coleman to find out how he got started, what opportunity he sees ahead and his No. 1 piece of advice for young advisors.
LHP: Why did you choose a career in insurance or financial services?
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