At our last branch meeting, our manager took us all to the woodshed, complained Sal, a broker from Houston. It was over the complaints we were getting from clients about feeling rushed, being put on hold and getting transferred to the wrong person...
Advisors who hire media firms to get their names in the press may get a lot more than ego gratification
A Chicago financial advisor recently lamented to me: I feel like we're offering a complete array of wealth-management products and services, but we aren't as consistent in delivering those products and services as we should be. The advisor's...