Dan Richards
When prospects have an advisor
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on what to say when a prospect already has an advisor.
- By: Dan Richards
- November 9, 2015 November 9, 2019
- 06:15
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on what to say when a prospect already has an advisor.
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Existing policies to remain in legacy system
As financial fraud grows more sophisticated and pervasive, the role of professional financial planners has never been more critical
In finance, insurance, real estate and leasing, business exits have outpaced starts since mid-2023
Higher renewal comp, longer chargeback schedule aim to match advisor incentives to client interests