Many advisers these days attract clients through virtual means and then servicing them remotely with online tools. Others are transitioning existing clients to these technologies, becoming more efficient in the process while also saving their charges the hassle of traveling to their offices....More
It’s often easy to make New Year’s resolutions, but much harder to keep them once the ball drops. As January approaches, many advisors are thinking about what they want to accomplish in the New Year—whether business or personal. Here are a few.