A financial advisor who built a large practice and independent branch has channeled an early self-help classic to create a brief manual on the mental side of succeeding in the profession. "Financial advisors are among the few professionals who stand at the intersection of money, behavior, family and the future. READ MORE: When a long-short strategy is right for a clientFP: You write that you are speaking to "entrepreneurial" advisors. What is the meaning of an "entrepreneurial" advisor, and how would you describe an advisor who isn't entrepreneurial? To me, an entrepreneurial advisor isn't defined by independence, what channel they are in or their ownership structure.