Webinar Nov 29th: Grow Your Business – Retirement Plan Secrets

Grow Your Business Retirement Plan Secrets   Advisors working with high net worth clients and business owners are uncovering the opportunity to service company retirement plans. Many advisors struggle with the plan business or refer it to specialists.  This webinar covers tips and techniques you can use right away in your practice to develop retirement…

Details

Unicorn Found!

  UNICORN FOUND “…perfectly-integrated technology is a unicorn.”   -Deborah Stavis, CEO, Stavis & Cohen Financial     “Technology and client demands are among the toughest challenges for more of this year’s top broker-dealer advisors,” wrote Rita Raagas[i] De Ramos in Financial Advisor IQ[ii] recently. The 2019 Financial Times 400[iii] top advisors cite these four things…

Details

The Direction of the Advisory Industry

  DYNAMIC TAKES A LOOK AT THE DIRECTION OF THE INDEPENDENT ADVISORY INDUSTRY   Independent Advisors Continue on A Growth Trajectory While Building Their Firms to Weather Future Turmoil Recent RIA Benchmarking Studies by large custodians point to continued upward trajectory as advisors focus on client acquisition, marketing, and operational excellence Adding new clients has outsize…

Details