Summary: Most, if not all wealth managers have heard the expression, "This is a people business." It's true; the business of providing financial advice and wealth management solutions is about people, and personal relationships may be the only element of our business that cannot be commoditized.
 The competition for great talent going forward will be intense. Find the best players to put in the game; demonstrate that the firm is growing, and can provide investment and upward opportunity for all team members; and get out of people's way."Matt Cooper, president, Beacon Pointe Wealth Advisors . |
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