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?
Dramatic revenue increase needed to keep pace with systems costs: regulators
Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation
Departure clears the way for Republicans to name new top regulator
Concerns about conflicts, insider trading, manipulation in pre-hedging trades