0 visitor like this article | Viewed 954 times | 0 comment
Summary: The older generation of advisors is aging out. With them go many valuable lessons, especially regarding client retention.
0 visitor like this article | Viewed 988 times | 0 comment
Summary: Out of a pool of nearly 100 applicants, seven companies were selected for the “Fintech Demo Drop” at Future Proof, which returns to Huntington Beach, California, in September. The finalists will receive digital promotions from the event, scheduled meetings with qualified financial advisors and firm executives, and stage time to demonstrate their products at Future Proof, which expects to draw more than 3,000 attendees, including 2,000 financial advisors.
0 visitor like this article | Viewed 1265 times | 0 comment
Summary: With 87% of advisors willing to learn how to incorporate AI into their business, it seems that those who do not may be left behind.
2 visitors like this article | Viewed 1254 times | 0 comment
Summary: Some may argue that it’s invasive to take an active interest in the emotional wellness of your staff. Still, the American Psychological Association (APA) found that 81% of workers in their 2022 Work and Well-being Survey are now looking for workplaces that support mental health and emotional stability.
0 visitor like this article | Viewed 1217 times | 0 comment
Summary: With an established career in government lobbying, advocacy and policy, Anna Bell Gall is typical of someone who registered for The Virtual Externship as part of a career change strategy.
