Megan Gorman, founder and managing partner of Chequers Financial Management, discusses the marketing strategies she uses to connect with clients and identify new opportunities.
“You can’t have the excuse anymore of saying, ‘Well I can’t find any Black and brown talent,’” said advisor Rianka Dorsainvil, speaking at the Morningstar Investment Conference this week.
How advisors can make a common sense case for why clients should spend their time and money to talk about the potential implications of possible legislation.
Allianz Life's Heather Kelly discusses the Conversations That Matter project, client and advisor relationships and communications, how the pandemic and technology has changed how advisors work, and the language that best resonates with clients...
