When recruiting senior advisors, Marlo Stil of The Wealth Consulting Group asks financial product wholesalers to weigh in on candidates and also reaches out to get opinions from other area planners. So reports Financial Planning.
Advisors focus on making strategic financial plans for clients, but many have neglected to make long-term plans for their businesses, according to a recent Pershing study. So reports Financial Advisor.
It’s easy to overlook the Millennial generation as a marketing opportunity for financial advisors.
Many investors make decisions based on either fear or greed.
In an ideal world, new technologies would cut financial advisors’ operating expenses and free up staff to spend more time servicing clients and prospecting for new business.
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