Advisory firm owners spend too much time focused on the practice, not on shaping themselves as leaders, says United Capital’s Joe Duran, in the second installment of this podcast.
WealthManagement.com sat down with Tim Oden of Charles Schwab, Shirl Penney of Dynasty Financial Partners and Brian Hamburger of MarketCounsel for a Q&A discussion.
With increased numbers of clients and rising service expectations advisors must squeeze all the efficiency possible from their CRM technology.
Here's how mastering the 'seer-sucker theory' and other valuable insights can help transform a business blueprint into reality.
A discussion with Rob Bartenstein, CEO of Kestra Private Wealth Services.
