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Emailed confirmation codes and oddball security questions are quickly becoming a thing of the past. Some firms are already using a client’s voice as the ultimate password.
Almost every advisor can say they have good products and services; those are the basics. But what clients are really looking for is a relationship—someone who understands their life, said Amy Florian, CEO of Corgenius. Florian told advisors th...
Prospecting for new clients is one of the foundational elements of a successful practice. Unfortunately, this task can seem overwhelming at times. For that very reason, prospecting tends to fall down on our priority list each time a new task...
