In an effort to stay connected with its communities, clients and prospects, these firms developed out-of-the-box solutions to connect, engage, educate and have some fun.
Head of Strategic Initiatives Chris Paulitz calls access to low-cost individualized plans 'the future of health care' for independent advisors.
While the rules may not have changed, it appears the consequences have—and advisors are feeling more vulnerable than ever.
The IBD, now called Grove Point Financial, hopes a new brand, tech platform and an IAR-only business model will help ramp up recruiting.
