by Brian Lutz | Aug 7, 2020
Excerpted from “We’ve Got Your Back – What LPL’s Supported Advisor Model Signals To The Industry “, by Frank LaRosa There is the dawn of a new age occurring in financial services and it is one based on what might seem to be an obvious...
by Brian Lutz | Jul 27, 2020
Excerpted from “Wirehouses Go Big With Recruiting Deals; Three Key Strategies for Advisors Wanting In”, by Frank LaRosa There has been a flurry of recruiting activity as of late in financial services as wirehouse and other W-2 firms have ramped up...
by Brian Lutz | Jul 2, 2020
Change is the one constant we can all count on right now and this certainly holds true in financial services. As we emerge from strict quarantine restrictions due to COVID-19, it isn’t just how we work in the financial services industry that has changed, it is...
by Brian Lutz | Apr 23, 2020
Excerpted from “Survival of The Fittest – Evaluating The Broker-Dealer Market and the New Financial Services Frontier”, by Frank LaRosa The financial services industry is facing a contraction within itself based on both an economic and systemic...
by Brian Lutz | Mar 27, 2020
One of the key elements of managing emotional intelligence during times of crisis, such as we are experiencing now with COVID-19, is through the efficiency of your communication. This is particularly important when it comes to your dealings with your clients. By...
