From a young age, Jamal Mashburn dreamt of carrying a briefcase; along the way, people laughed in his face. His advisor, who’s been with him since he was 19, wasn’t one of them.
For firms willing to embrace AI-driven process automation tools, they will be empowered to maintain or gain a competitive edge as they serve clients more effectively, improve the overall client experience and drive operational efficiency with streamlined back-office operations.
Signature FD's Tim Maurer describes how he sees the lessons of life planning and qualitative financial advice being tactically implemented in advisor-client relationships.
Guiding Wealth and Amplified Planning's Hannah Moore discusses reimagining client offerings, internships and developing talent on the first-ever episode of the Focused on the Future podcast.
This webinar on Thurs. June 15th will offer the first live look at the report’s key findings, as well as explore takeaways that can make an advisor’s succession planning efforts more productive.
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