A large percentage of retail investors still view financial advisors as merely asset managers—consultants whose sole objective is to “pick winners” and generate investment returns for their clients...
PHILADELPHIA — "I remember when our firm ran sales contests with things like a BlackBerry as the prize if you sold a certain amount of whatever product they were pushing,” recalled George with a smirk as he continued to make...
The number of advisors who plan to sell their books of business will accelerate in the coming years. Don't complicate things by not having a succession plan.
You’ve worked hard to get a prospect in your office. You’ve gathered the appropriate documents, assessed their situation, and discussed your recommendations. Everything seems to be headed in the right direction, but the...
