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As a generalist, advisor Jim Marquardt avoids cultivating a niche and reaps referrals in the process.
January 4 -
A careful merger of exuberance and realism fuels success for clients.
October 30 -
Louis Papa maintains round-the-clock, uninterrupted communication with all of his clients, which is possible because he only serves around 60.
October 1 -
Despite the mantra about building a client niche, bank advisor Jim Marquardt has marched to his own drum as a generalist in Minnesota.
August 25 -
Steven Franke was the top program manager in our inaugural list in 2008. Moving to Allegacy Credit Union last year, hes instilling winning strategies again with his new team.
April 30 -
In the search for profitability, some banks are opting out of the commission model of compensation. But will fixed salaries for advisors help grow their wealth management business?
April 1