Dan RichardsSteve Pearl
Part 9: Reaching out to clients, centres of influence
- By: Dan Richards, Steve Pearl
- March 9, 2009 October 29, 2019
- 09:18
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
Beware of shiny objects — with market froth waning, fundamental strength will overtake momentum next year
Plus, other product launches and news, including more ESG fund terminations
Focus on the end-to-end advisor experience with tools and implement change management best practices
Grocery store prices jumped 4.7% year-over-year as travel, gas costs eased