From Wealth Management
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Summary: Few advisors would argue with the old adage that to have a more successful business, you need to design an excellent "client experience." But what does that actually mean?
From Financial Advisor IQ
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Summary: RBC Wealth Management's Richard Beckel talks about coaching financial advisory teams.
From Wealth Management
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Summary: AssetMark launched two new tools aimed at helping advisors on its platform with their client prospecting and marketing, according to recent announcements from the firm. The first tool, called WealthBuilder Prospecting, is designed to provide “a gateway for interested leads to start a low-friction discovery process” with one of the more than 8,500 advisors on AssetMark’s platform.
From ThinkAdvisor
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Summary: Through all the horribleness, the pandemic has been a wake-up call to talk and reflect about legacy and end of life,” Ken Dychtwald, founder and CEO of Age Wave, tells ThinkAdvisor in an interview.
From Wealth Management
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Summary: The 2020 election brought changes in leadership and direction throughout Washington, D.C., from 1600 Pennsylvania Ave. to the Securities and Exchange Commission. President Joe Biden’s nominee to succeed outgoing SEC Chair Jay Clayton was Gary Gensler, who’d chaired the Maryland Financial Consumer Protection Commission and previously led the U.S. Commodity Futures Trading Commission under President Barack Obama.
