Las Vegas: “I’d love to know what your research says about today’s elite financial advisors,” Jason remarked prior to my presentation, then specifically asked, “I’d love to know what marketing activities they...
The majority of advisors participating in REP.’s 2014 Independent Broker/Dealer Report Card indicated that they are likely to remain affiliated with their current IBD during the next year. This is excellent news for independent broker/dealers, es...
Selection Sunday is behind us and March Madness has begun! During the coming weeks, 68 teams will compete for college basketball's biggest prize. Even if you’re not a college basketball fan, there are valuable business lessons you can...
Think being young hinders your prospecting? Think again! Let’s look at the facts...
More than two million people get divorced every year in the United States. Annually, it is a $50 billion industry. Divorce rates for first marriages are currently at 52 percent, and second marriage divorce rates hover at 60 percent (75 to 90...
Firms failed to properly monitor consolidated reports sent by advisors,regulator says
