Fantasy football for client acquisition? Oh yes. For football-loving financial advisors, it doesn’t get much better. The NFL season is just around the corner and fantasy football is growing in popularity every year. No...
Our recently released Financial Professional Outlook survey uncovered some interesting things about advisor behavior. For example, nearly three quarters (72%) of respondents said they wanted more resources to help them acquire clients near or in ...
While building an advisory team may better serve clients, they are complex arrangements that require careful navigation - just look at how they operate in professional sports. The analogy isn't exact, but it's close. “In our industry...
