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Summary: During most of my 19 years here, we were using Junxure. About three years ago, we began transitioning to Salesforce. Three years in technology time mixed with COVID does not feel that long. Salesforce still feels very new and fresh to us. It’s a work in progress.
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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.”
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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.
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Summary: Many investment advisors broke out in a cold sweat when the SEC announced in May 2021 that the landmark marketing rule the agency had approved the previous December would go into force on Nov. 4, 2022.
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Summary: The financial advisor job is more than just crunching numbers. It’s about understanding individual goals and needs, building a relationship based on values, and offering sound advice tailored to each client’s unique circumstances.
