Advisers: How to increase your job satisfaction
This activity involves an adviser hosting a small social event or small market update for a select group of clients, a guest from their center-of-influence who the adviser would like to meet and transition into a client, and a specific referral alliance partner. Our research highlights these small events, both social and business are the preferred event by today's affluent client and the event to which they are most likely to bring a guest. Its fun for you, your client and their guest – hence the correlation to financial career satisfaction.