Bradshaw Rogers Financial Partners prioritizes customer satisfaction through social events, educational events and regular portfolio updates. Source link

David Walker, partner at Baird Wealth Strategy Group, took the plunge and bought an established practice with surprising results. Source link

Sponsored by Talking to clients and not keeping secrets is the first step in Tribute Financial's approach to building client relationships. Advisor Zach Daniels explains how building rapport with customers is essential to retaining current customers and acquiring new ones. Source link

Finding the right financial service partner is key to working in a comfort zone. Source link

Sponsored by Clients are friends too, and leaving them in the care of another person can be more emotionally charged than people realize. It's challenges like these that prompted Proxy to launch their enterprise to help advisors serve their clients. On this multifaceted platform, the firm was able to create its own customer-focused financial services…

Sponsored by Ten seconds is almost unheard of in the financial services industry, but that's the average time it takes United Planners to answer their phone, says CIO Aaron Spradlin. No wait time is just one of the many ways they measure the success of the counseling experience. But there is also the user experience….

Estate planning is very important for clients, but it can be complicated and time-consuming for people. Source link

Sponsored by Building client trust is first and foremost about setting high ethical standards, and making yourself accessible is key to building that trust, says Tribute Financial president Kevin Daniels. Here he explains why it's important to provide exceptional support to existing customers and how it relates to creating new relationships. Source link

Fisher Investments, a $275 billion registered investment adviser that announced plans last week for it sell a small stake in the firm, will spin off its Fisher 401(k) Solutions business into a new, independent company, the firm confirmed. The new entity will be called Fisher Retirement Solutions. Nathan Fisher, senior executive vice president of 401(k)…

Sponsored by United Planners Executive Vice President and Chief Revenue Officer Sheila Cuffari-Agasi explains the challenges independent RIAs and custodians face when dealing with regulatory compliance and why plug-in-play solutions, including the new Cairo project, help them serve their customers more cost effectively. . Source link