To learn what everyday clients really think about their advisors and what all advisors can learn from them, we talked to Dan Hill, founder of Sensory Logic, a Minneapolis-based consulting firm that focuses on how emotions affect behavior.
An efficient advisory firm with modern technology that has automated what processes it can is more appealing in a merger or acquisition.
You have to create dissatisfaction to sell.
Bason Asset Management’s James Osborne describes to Michael Kitces the reasoning behind his flat-fee pricing structure.
Not everyone is happy about this development.
Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance.
The firm launched a new mentoring program for female business majors who are interested in the financial advisory space.
