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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.
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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.
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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
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Summary: Here’s practical advice from a 30-year-plus advisor and Primerica’s national sales director: “You want to have the type of relationship where it’s you and the client against the world. The goal is always to position it so that the client understands that it’s us and them together trying to get what they want,” Howard Lashner tells ThinkAdvisor in an interview.
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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.
