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SIFMA’s Compliance and Legal Forum speakers said there were pathways for professional development that don't occur in the remote restrictions of a Zoom meeting.
High-growth firms systematically move clients from high-touch to a stable baseline of service, freeing bandwidth for an advisor to be available at a moment’s notice.
The broker/dealer’s new Resilience Plan will support advisors’ books of business if they choose to take a leave of absence, such as for the birth of a child, personal illness or injury.
We’re battling hundreds of preloaded tendencies that can skew our objectivity, but the wise leader anticipates how cognitive biases can spark struggles to remain aligned under a common vision.
