Advisors with a robust advisory process generally generate a high level of client loyalty and build lasting value in their firms.
Here’s an
Source: Geoff Davey, co-founder of risk-profiling and risk-tolerance firm FinaMetrica.
Advisors are still slow to plan for handing down their businesses, in part because of difficulties finding new owners they can trust.
These10 advisors are redefining what it means to serve clients and communities.
Financial Planning Rising Star Cristina Wiebelt-Smith of Gertsema Wealth Advisors left tax season behind for a career centered on planning and service.
Financial Planning Rising Star Kelly Guadagnino of Modera Wealth Management is helping young professionals learn to build and manage growing wealth.
Financial Planning Rising Star Uziel Gomez of Primeros Financial built his practice around first-generation wealth builders often overlooked by traditional firms.
Gabbi Cerezo swapped lesson plans for financial plans, bringing teachers' instincts to a client base of educators and government employees.
