2018 HighTower Advisor Summit
What is return on life?
May 23, 2018 @ 12:00 am
Numbers are important, but planning toward your clients' goals can help create a longer-term relationship. Tim Scannell of Scannell Wealth Management Group at HighTower said that this helped him attract and retain more clients.
More from the Event
The HighTower platform addresses RIA challenges by providing sophisticated technology, operational and compliance support, and a host of front-, middle- and back-office solutions to fuel firm growth.