You might call it luck, but getting up early, being at a high-end fitness center, and being prepared with a strong value proposition landed an initial meeting with an excellent prospect.
Bruised by the financial crisis and continued low-interest rates, community banks are taking another look at wealth management to bolster their business. Can they make it work this time?
AIG Advisor Group is in talks with a few mid-sized broker/dealers and larger offices of supervisory jurisdiction (OSJs), and hopes to make one or more acquisitions in the near future.