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A financial advisor’s move should be to improve client service—because it’s the clients who ultimately drive business growth and value. Here’s how to communicate “what’s in it for them” so they fully understand the positive impact the change can...
The firm argues David Anderson already attracted 15 former client households with about $24 million in business after moving to Stifel, according to a federal lawsuit.
In 2020, advisor Danika Waddell found herself in some regulatory trouble, due to no fault of her own. It ultimately led her to start her own firm, and she’s never looked back.
