Jim Ruta explains that many advisors have forgotten that meeting prospects for lunch yields optimal results
Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, explains that many advisors have forgotten that meeting prospects for lunch yields optimal results.
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?
Group seeks revisions to U.S. state rule that match SEC's Reg BI reforms
Panel dismisses call for stronger deterrence given risks posed by crypto, social media
Steeper rates have increased the debt load of low- and middle-income households