Dan Richards discusses how more consumers are using smartphones as their primary device to go online
Dan Richards, CEO, Client Insights, discusses how more consumers are using smartphones as their primary device to go online. He stresses the importance of having the digital content that advisors’ clients are looking for readily available on phones.
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?
Launch is part of firm's broader initiative to expand within the country
aHR0cHM6Ly93d3cuaW52ZXN0bWVudGV4ZWN1dGl2ZS5jb20vYnVpbGRpbmcteW91ci1idXNpbmVzcy9wcmFjdGljZS1tYW5hZ2VtZW50L3Rha2luZy1hLW1vYmlsZS1maXJzdC1taW5kc2V0Lw(U2NyZWVuSGVpZ2h0)NzIw(U2NyZWVuV2lkdGg)MTI4MA(T0ZTWVNfUmVmZXJyZXI)(dmlzaXRvcktleQ)ejY1VEVQUjI(dmlzaXRLZXk)Nmhhc3JtMUY){kind=small}