It’s been a notable few weeks in financial services with a number of newsworthy firms going public with information on the deals and strategies which will certainly impact the industry landscape. From Advisor Group completing their merger with...
Whenever there is a big merger in financial services, there is the told and untold story behind the reasons why. In this special Hot Mic Episode, Elite Consulting Partners CEO Frank LaRosa analyzes the latest buzz surrounding the Morgan Stanley and E-trade merger and...
Whether you are a firm in the process of recruiting a new advisor or an advisor actively engaging a new client, the impression you create in order to move those relationships forward goes beyond the initial call or meeting. Every touch point you have with your...
There is one certainty in financial services and that is markets will go up and markets will go down. For firms attempting to balance their business in light of this truth, a tried and true method for stabilizing your client base regardless of market fluctuations is...
Client Service Associates (CSA) are an essential team member of the best, and most profitable, advisory firms. The role of the CSA goes beyond paperwork and, when executed properly, is a vital component to building client rapport and fostering long-term...
