Our recently released Financial Professional Outlook survey uncovered some interesting things about advisor behavior. For example, nearly three quarters (72%) of respondents said they wanted more resources to help them acquire clients near or in ...
While building an advisory team may better serve clients, they are complex arrangements that require careful navigation - just look at how they operate in professional sports. The analogy isn't exact, but it's close. “In our industry...
Financial planning is in the midst of an evolutionary stage driven by financial advisors’ attempts to better define their value propositions and secure long-term client relationships. Financial planning is no longer just about helping...
In the pursuit of personal ROI, broker-dealers and their advisors must learn to be more productive in order to yield greater revenue for the same level of effort. Investment complexity and industry competition are the dreaded dragons when it comes...
Atlanta: “Matt, your firm does all of this research on both the affluent and advisors, what does the future hold for us?” asked James during the Q & A following my presentation...