0 visitor like this article | Viewed 2183 times | 0 comment
Summary: The most important men in town would come to fawn on me. They would ask me to advise them. A few lines later the song continues with: And it won’t make one bit of difference if I answer right or wrong. When you’re rich they think you really know. The lyrics imply the local wealthy folks are influencers. Who else could send business in your direction?
0 visitor like this article | Viewed 1714 times | 0 comment
Summary: Few advisors would argue with the old adage that to have a more successful business, you need to design an excellent "client experience." But what does that actually mean?
0 visitor like this article | Viewed 1914 times | 0 comment
Summary: RBC Wealth Management's Richard Beckel talks about coaching financial advisory teams.
0 visitor like this article | Viewed 1783 times | 0 comment
Summary: AssetMark launched two new tools aimed at helping advisors on its platform with their client prospecting and marketing, according to recent announcements from the firm. The first tool, called WealthBuilder Prospecting, is designed to provide “a gateway for interested leads to start a low-friction discovery process” with one of the more than 8,500 advisors on AssetMark’s platform.
0 visitor like this article | Viewed 1800 times | 0 comment
Summary: Through all the horribleness, the pandemic has been a wake-up call to talk and reflect about legacy and end of life,” Ken Dychtwald, founder and CEO of Age Wave, tells ThinkAdvisor in an interview.
