Wealth management is still a growth industry. We’ll never have enough advisors to serve every potential client. So when organic growth hits a wall, it’s exciting to watch the industry’s hungriest, most inventive leaders find a way over it. Instead...
Only a small fraction of firms have increased their use of client testimonials and endorsements in the wake of the SEC’s updated marketing rules, according to a recent Investment Adviser Association survey.
Advisors must think like their clients and to do so, they need to know what they are experiencing.
Most consumers research and read reviews before booking a doctor, hotel, or restaurant. Why should it be any different when it comes to finding an advisor?