Atlanta: “I need more leads,” stated Taylor as we ended the webinar.  A pause ensued and he continued, “That’s really my biggest issue.  I need to figure out how I can get in front of more affluent prospects.  My network is growing and I’ve...

...

...

Advisors who manage client portfolios can now benchmark themselves against each other, as the firm rolls out a suite of new tools aimed at making investment returns a top priority for clients. That may make some clients happy and some advisors...

...

Moving beyond asking "who do you know"

Tips for how to get the most out of role playing activities.