From InvestmentNews
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Summary: That’s the message Bruce Ensrud, wealth advisor and founding partner of Parable Wealth, wants to convey to advisors attending the Advisor Insights Lab.
From ThinkAdvisor
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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.”
From InvestmentNews
Added on October 2023 in Form an RIA
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Summary: Most financial advisors base investment decisions on home office models, with new data showing that the profession continues to move more toward planning and customer service.
From Wealth Management
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Summary: [ebook] Connecting with your clients through personalized marketing can lead to stronger professional relationships. Not only will you attract the type of clients you want to serve, but you’ll also build trust with them as an advisor who truly understands their needs.
From Wealth Solutions Report
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Summary: Consultancy and research firm Herbers & Company announced the results of its 2023 Herbers & Company Service Market Growth Study, which surveyed 1,598 investors and 724 advisory firms, highlighting industry trends and gaps between service and demand.
