Dallas—“If we are going to develop the reputation we want within the affluent centers of influence, we need to raise our game,” Robert told me. “What do the elite teams you’ve coached do that sets them apart?” Robert had asked what I refer to as...
Registered reps using BrightScope’s (www.brightscope.com) platform, which rates advisors and 401k plans and helps investors connect with reps, can now automatically archive static content, interactive media and additional social media posts...