0 visitor like this article | Viewed 1281 times | 0 comment
Summary: More than 60% of advisors think their website is ineffective at generating leads, according to a recent Broadridge report. An incomplete marketing strategy may be the reason, consultants say.
0 visitor like this article | Viewed 1310 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…
0 visitor like this article | Viewed 1455 times | 0 comment
Summary: Our US correspondent talks to senior wealth management industry figures about what they think are the likely important themes for the sector in 2024, touching on subjects such as the role of private equity in consolidation, and artificial intelligence.
0 visitor like this article | Viewed 1275 times | 0 comment
Summary: [Podcast] In this episode, Diana Britton, managing editor at WealthManagement.com, is joined by James Bogart, CEO and president at Bogart Wealth. James shares his personal journey through health and wellness, revealing the importance of paying attention to your physical and mental well-being.
0 visitor like this article | Viewed 1373 times | 0 comment
Summary: It can be so frustrating for leaders to be in a position at work that they feel has no value or direction. Each day they approach their job with the hope that perhaps things will turn around and they will connect in a more meaningful way. Yet what continues to happen is nothing changes, and they find themselves running on the hamster wheel once again. Creating excuses or even blaming others for a lack of leadership clarity is a waste of time. How energizing would it be to identify what really matters to you in your leadership journey
