Have you caught up and congratulated the winners from our Sept. 10th Virtual Awards? Huge congrats on behalf of the 2020 Wealthies Circle. Check out our full winners list now!
Not surprisingly, the most important target markets for advisors across all three channels are mass affluent and high net worth individuals. Parsing the responses further, we observe that W/R advisors are relatively more focused on the upper end ...
When surveyed as to why they do not utilize social media platforms for their businesses, the reasons advisors give vary considerably. Approximately half of advisors across all three channels not on social media platforms claim it is due to uncert...
