See the practice management strategies that wealth management professionals are using to help their clients.
For more practice management tips to help your business, check out our free weekly e-newsletter. Join today.
The firm is working on its client mobile app, texting capabilities and new account opening process, said Rich Steinmeier, head of business development.
The full-page ads ran in the Wall Street Journal, the Dallas Morning News and others under the headline, “You Heard Their Story. Now Hear Ours,” and included a group photo and testimonials.