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Top 5 Critical Acquired Skills Financial Advisors Need for Success

Added on October 2023 in Thought Leadership
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Summary: There was a time in the not-so-distant past when the only skill you needed to succeed in financial services was how to sell. The business of selling investments was almost entirely transactional, and all a financial advisor needed to do was shake the bushes for prospects and close them on a product sale. It was not easy by any means, and only the most tenacious advisors survived.

There's more to the advisory business than just managing money

Added on October 2023 in Thought Leadership
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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.

Herbers Study Says Recalibrate Your Client Services

Added on October 2023 in Thought Leadership
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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.

16 Assumptions That Cause Advisors to Lose Clients

Added on August 2023 in Thought Leadership
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Summary: The older generation of advisors is aging out. With them go many valuable lessons, especially regarding client retention.

Seven fintech companies to feature at second annual Future Proof festival

Added on July 2023 in Thought Leadership
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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.

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