OSJs that offer business strategy tools that support advisers are well-positioned to tap into growth opportunity.
Female advisers should champion their expertise.
Fewer women apply for jobs as financial advisers than men, but that shouldn't stop firms from trying to create more balance in their adviser ranks.
Although most advisers are hesitant to let go of any revenue, three-quarters say they have ended a relationship with a client.
And impact investing needs them.
Ongoing support must be committed to continuously enhance protection and fraud detection.
There are a couple of requirements clients should meet before they start picking stocks.
The opportunities are not without challenges, however
Working with independent health insurance brokers can save time, money.
Conventional wisdom says yes, industry leaders say not so fast.
Technology promises to reduce millions of errors.
Talented workers will be attracted to and stay at firms that offer superior benefits
It's important for advisers to prepare themselves for retirement, rather than adopting a 'wait and see' attitude
Emotionally connected clients are more likely to make word-of-mouth referrals to their family and friends
Firms that maintain open architecture and touch points will endure and grow.
Only a small number of advisers are using these platforms.
Michael Policar carves out a niche helping clients navigate their health insurance plan options.
