Penny Phillips, co-founder and president of Journey Strategic Wealth, discusses the keys to creating sustainable growth and the evolution of options now available to independent advisors.
Salameh, former CMO of Hightower, has come out of retirement to lead the marketing organization at CAIS, an alternative investment platform for advisors.
Your story is what sets you apart from everyone else. Embrace it.
Advisors nowadays are signing clients without even a face-to-face meeting. Your digital and overall client experience needs to be ready for that.