We’ve found that affluent clients leave advisors far more frequently for poor service than for poor financial advice. Don’t get us wrong – financial advice is the core of your business, but the affluent consider that a hygiene...
The fiduciary standard is one of those subjects that can spark heated conversation in a room full of financial advisors. It is a topic du jour at industry conferences and in offices across the wealth management industry; it is the theme underlying...
Brittney Castro’s short videos on topics from tax refunds to maternity leave are pushed across her social media channels, widening her professional network — but also luring new prospects to her door.
