"All industries, especially financial services, should take note that dynamically partnering with your community should be part of every firm’s business model." - Bill Hortz, Institute for Innovation Development
“The greater likelihood of regulatory enforcement action looms as an existential threat to advisors, money managers and broker-dealers.” – Todd Cipperman, Cipperman Compliance Services
[What is insidious about today’s accelerating rate of change for advisors and asset managers is how new technologies, evolving investment processes, and ensuing new competitors can creep up on you.
"That ongoing search for the right solutions brought us to FinTech companies where we have found superior retirement plan services and tools with lower costs for our clients." - Gary LoDuca, Thoughtful Advisors
"To be competitive and effective in addressing HNW family goals, advisors need to learn the who, what, when, where and how of PPLI, and all related planning applications." - Alan Jahde, Investors Prefered Life Company
"The evidence and research clearly show that the best time to get a reverse mortgage is when you are earlier in retirement." - Harlan Accola, Fairway Independent Mortgage Corp
[What is actually meant by client “engagement” and how best can you attain that elevated positioning with your clients and prospects? Through previous Institute
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