After the crisis abates, a lingering reluctance to travel, combined with better meeting technology, may forever alter the broker/dealer recruiting process.
In this challenging time, team meetings keep everyone connected on a social level and enhance the overall effectiveness of the team. But how do you keep everyone engaged virtually?
True Measure Wealth Management's Patrick Turner explains why he intentionally crafted his advisory firm to achieve his own personal goals instead of just growth, growth, growth.
The programs will link top advisors and heads of firms with former RIA CEOs, who will offer guidance on how to make decisions in the midst of a volatile market.