 Studies show that the more acclimated a younger rep gets to the client relationship, the more successful they will be."Jeff Vivacqua, Vice President of Business Strategy, Cambridge Investment Research |
3 Advisor Business Models of the Future: Cambridge Research
Staff Writer | Think Advisor, December 2013
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Summary: A next-gen group of advisors takes on the difficult task of identifying their practices in 2025. The group discussed the individual rep model, how client relationships will be characterized, technology and the systems that will need to be developed (at both the advisor and client levels), as well as a number of other issues.
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