A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked with Pam Silverthorn, owner of Inspire Wins LLC, a proposal development consultancy based near Houston.
Michelle Wong is the founder of Nifty Advisor Support, a virtual assistant outsourcing solution serving more than two dozen independent advisory firms across the country.
Join this expert panel on Sept. 30th to hear key findings and insights from the new BeFi Barometer 2020 survey. This year’s survey gives us a unique backdrop in which to consider the effects of behavioral finance on advisors and their clients.
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