From Financial Planning
0 visitor like this article | Viewed 1659 times | 0 comment
Summary: After the economic tumult of 2023, financial advisors are eager to move through 2024 as prepared as possible, ready to address any new challenge that may arise and to seize new opportunities that could drive business success.
From Wealth Management
Added on February 2024 in M&A Issues
0 visitor like this article | Viewed 1352 times | 0 comment
Summary: Despite a decline in M&A activity in 2023, 77% of wealth management firms expect to do a deal by the end of this year, according to a MarshBerry and WMIQ survey.
From Advisorpedia
0 visitor like this article | Viewed 1160 times | 0 comment
Summary: I’ve written about the benefits of a customer-centric culture. They are plentiful! One of the benefits that should be added to that article is the fact that this type of culture truly brings the organization together. That shouldn’t be unique to a customer-centric culture; whatever type of culture you design should do the same, except…
From Advisor Perspectives
0 visitor like this article | Viewed 1294 times | 0 comment
Summary: Digital events are more environmentally friendly than in person ones, but did you know that studies show that marketing webinars generate as much as five times more qualified leads than the same budget spent on marketing seminars?
From InvestmentNews
Added on February 2024 in Form an RIA
0 visitor like this article | Viewed 1298 times | 0 comment
Summary: Maintaining an open dialogue lets advisors and the compliance team work through concerns together, finding solutions rather than confronting roadblocks.
