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Summary: Firms interested in attracting and retaining young talent may want to reconsider the basics of health, dental, vision and retirement benefits. Adding student loan repayment options to employee benefits can be a significant draw for new-to-the-industry advisors, and with new tools and stats backing up their attractiveness, there are fewer reasons not to at least consider adding this perk.
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Summary: Are you interested in a seven-figure income? If so, you’re in the right profession. Now for the multi-million dollar question—are you willing to develop the talents of an elite financial advisor?
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Summary: It's traditionally thought that smaller advisory firms are able to embrace new technology quicker than larger firms. With fewer advisers to train or accounts to migrate, the small boat can turn quicker than the large ship.
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Summary: Surveys show many advisors believe they need business intelligence (BI) and artificial intelligence (AI) tools to be competitive and successful. What the surveys don’t show is how few of those advisors can, in layman’s term, explain BI, AI, big data, predictive analysis and machine learning.
