If you want something, just ask for it, as the saying goes. In this industry, that same philosophy has been applied to getting referrals. But Stephen Wershing, president of coaching firm The Client Driven Practice, says advisors are going abou...
The ocean’s receding, so to speak, on social media, and advisors who don’t get on board with social tools are going to get hit by the tidal wave, said one advisor at SIFMA's social media seminar.
