0 visitor like this article | Viewed 845 times | 0 comment
Summary: In the dynamic world of professional networking, LinkedIn stands out as a pivotal platform for financial professionals seeking to expand their reach and build meaningful connections. Recent insights from Richard Bliss, CEO of Bliss Point Consulting and a LinkedIn Top Voice, as well as practical observations from the industry, underline the potential of LinkedIn in fostering business growth.
0 visitor like this article | Viewed 925 times | 0 comment
Summary: In 2022, the wealth management industry faced a whirlwind of challenges, ranging from unpredictable markets to rising costs. Advisory firms, however, demonstrated resilience by clocking an 8% growth in client relationships. Yet, beneath these encouraging numbers lie deeper insights and trends.
0 visitor like this article | Viewed 830 times | 0 comment
Summary: Less than one in five affluent investors say they work with their parents’ financial advisors, according to data published Tuesday by Cerulli Associates. Often, there’s nothing an advisor can do that will persuade a client’s child to hire them – but there are certain types of investors who are much more open to that than others.
0 visitor like this article | Viewed 1017 times | 0 comment
Summary: During most of my 19 years here, we were using Junxure. About three years ago, we began transitioning to Salesforce. Three years in technology time mixed with COVID does not feel that long. Salesforce still feels very new and fresh to us. It’s a work in progress.
0 visitor like this article | Viewed 1092 times | 0 comment
Summary: You might be chatting on the commuter train with a friend, talking with someone over drinks or have been introduced to a person who said: “I already have an advisor.”
