A lot can be learned listening to clients’ experiences with financial advisors—good and bad. We talked to Andrea Mac, founder of Prequal, a revenue consultancy for salespeople and female company founders based in suburban Chicago.
Wealth management is still a growth industry. We’ll never have enough advisors to serve every potential client. So when organic growth hits a wall, it’s exciting to watch the industry’s hungriest, most inventive leaders find a way over it. Instead...
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Jul 31, 2023
The wealth management industry has been transformed with the advent of remote and hybrid work.
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Jul 31, 2023
By approaching compliance as a strategic opportunity rather than a regulatory burden, advisors can successfully navigate the maze and build a stronger practice.
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Jul 31, 2023
There’s a natural partnership between financial advisors and CPAs.
Lumping loans into a single obligation can ease the sting of repayments, but there are pitfalls
This demographic views charitable giving as a top priority.
As Jerry Maguire wrote, deeper relationships with fewer clients is the future.
Advisors must think like their clients and to do so, they need to know what they are experiencing.
