More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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When it comes to retirement planning, financial advisors are always looking for an edge. Could these strategies get them there?
December 3
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When clients die, their children are often left with the uncomfortable job of dealing with what they may see as just junk. That is, unless financial advisors make it a priority to address this topic sooner rather than later.
December 3
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Jeff Junior is founder and CEO Trajan Wealth, headquartered in Scottsdale, Arizona. After completing his military service in the United States Marine Corps, he started his career in the financial industry in 1999. In 2012, he founded Trajan Wealth. An active member of the National Association of Insurance and Financial Advisors (NAIFA), he frequently hosts public educational workshops in the greater Phoenix community. Trajan recently became multicustodial, adding Axos Advisor Services to help spur the firm's growth.
December 3
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