Shannon Spotswood, president of RFG Advisory, discusses how technology changed the way advisors interact with clients and the future of advisory platforms.
Faith is an important part of many clients' lives; coming to the table prepared can help advisors deliver high-quality service and enhance the relationship.
Your story is what sets you apart from everyone else. Embrace it.
Think about the needs and current financial situations of the clients you want to attract for the long-term.
Four tips on how to make the most out of what you learn at a conference.
Having an open and honest talk with clients about faith could act as a gateway into a greater conversation about what they own and their financial plans.
Advisors nowadays are signing clients without even a face-to-face meeting. Your digital and overall client experience needs to be ready for that.
What must be done before December 31
Stay top of mind for when your clients have a friend in need.
