After the 2008 financial crisis, more advisors began to embrace independence, especially as some of the big names in the brokerage business were in the headlines for mergers, bailouts and Congressional hearings. Many clients recognized that their...
You need to know how to encourage clients and potential clients to trust you and feel at home with you. Your business is at stake. Don’t try this at home.
Working with foreign nationals residing in the U.S. is a potentially lucrative market, but there's a steep learning curve
This is a wired generation, and you need to be ready.
The strongest intergenerational businesses within the independent financial services space will be comprised of women and men, the young and the old, and professionals of varying races, creeds and backgrounds.
