Besides providing a compliance-friendly means for deploying advisor-created content, Lead Pilot ranks clients based on their interaction with marketing materials.
Few understand the job of the financial advisor like those who have done the work. These 10 books relay key lessons, actionable tactics and wisdom directly relevant to advisors at all levels, from novices to veterans.
While it will still represent the firm’s commitment to the fiduciary model, HighTower’s refreshed branding will focus more on its community of advisors and the holistic wellness of the end clients they serve.
