Imagine if everyone who knew you promoted your services. This would be a financial advisor’s dream. Yet this is the world of many “elite” financial advisors. They have mastered the most powerful affluent marketing tool: word-of...
Joe Franklin, President of Franklin Wealth Management, talks about the different types of high-net worth clients and the best practices for financial advisors working with them.
Rick Calhoun, managing director of innovation and growth at Wells Fargo FiNet, talks recruitment challenges and upcoming projects, including a new app and an expanded succession planning program. ...
If you become the type of advisor who can say emotional intelligence without laughing, listening to what clients (and people) are telling you, helping them to separate the signal from the noise, you can be a man who can think like a woman
