An annual digest of 2022 commentary for financial advisors and business owners on topics including achieving autonomy, considering change, serving clients’ needs, succession, next gen, growth and more.
It is much less disruptive to take the time and train everyone on existing software tools than it is to convert to an entirely new system that requires you to transfer data along the way.
New research from WealthManagement.com's WMIQ suggests firms are inhibiting growth by minimizing, and in many cases mishandling, marketing and client communications.
