Talking to strangers is necessary when building your business — but quickly establishing a rapport with prospective clients is no easy feat. When the subject matter is money and finances, it’s even harder because those topics are so fraught with anxiety.
But to help you break the ice, we've collected
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Yes, AI is saving many advisors time and helping them reach prospects. But some say the rapid rate of adoption and automation could put them out of a job in the future.
Brett Griffin was given two months' notice that he would lose his job when Charles Schwab closed the office where he was working in Temecula, California. Now the firm accuses him of using some of that time to help move client data to a rival RIA.
Troy Von Haefen once shared a stage with Lee Ann Womack. Now he's built a financial advising firm around his Nashville connections.
Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.
Also, Independent Financial Partners secures a $700M team from Commonwealth/LPL, and NewEdge Capital names a new CEO.
Paid sabbaticals, employee ownership and a philosophy-first culture have helped Bailard top this year's Best RIAs to Work For list.
