Morning Memo
 
Wealth Management Morning Memo

MAY 11, 2023

HIGH NET WORTH

Best Practices for UHNW Client Staffing, Retention and Compensation

The current hiring market for household staff is one of the busiest in two decades.

FULL ARTICLE

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TECHNOLOGY

Orion Debuts ChatGPT 3.5 Integration, ‘Redtail Speak’

The firm joins others in the industry including FMG Suite, Morgan Stanley Wealth Management, Hearsay Systems, Morningstar and Nitrogen to embrace generative artificial intelligence.

FULL ARTICLE

RESOURCE CENTER

More For You, More For Your Career

How Wells Fargo Advisors can help your practice grow.

LEARN MORE

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INSURANCE

If Your Referral Network Isn’t Working, Check Your Connections

Bridging the gap among different types of advisors.

FULL ARTICLE

REAL ESTATE

Commercial Real Estate Loan Originations Recorded a Big Drop in the First Quarter, Partially Due to Lack of Demand

Lenders tightened their underwriting criteria in recent months. But they have also reported a drop in demand as investors wait out the storm.

FULL ARTICLE

SPONSORED WEBINAR

Developing a Repeatable & Helpful Client Service Flywheel with Carl Richards and Jess Bost

Join us for a webinar on May 17th to learn how to apply Carl Richards’ 17-point audit principles to create your own customized process. You’ll gain valuable insight and a template (developed with fpPathfinder) on how to deliver unique value and establish an effective work-life balance.

REGISTER NOW

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