Change is inevitable, and we think the people on this list, in different ways and to different degrees, reflect that when it comes to the business of financial advice.
The focus has now shifted to understanding the evolving landscape. This report will provide insights into how advisors and their firms are currently pursuing growth and success.
CIM Group Principal Emily Vande Krol discusses the firm’s tactics for making inroads with RIAs and financial advisors and why it’s targeting the wealth channel.
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