At ClientWise, our research shows us that advisors gain leverage by using professional advocates to get client introductions. But what is a "professional advocate?" We define the phrase as a business professional--for example, a realtor, an insurance agent, a CPA, or an attorney-- who understands and appreciates what you do, is able to articulate what differentiates you from others in your field, and is actively engaged in partnering with you to serve clients.
A survey of advisors nationwide reveals how the use of ETFs is expanding and what factors are likely to further support this trend.
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ThinkAdvisor and the College for Financial Planning have partnered to bring you a series of helpful educational tools that you can use to take your career to the next level.
Discover the significant advisor opportunities to build stronger client relationships, referrals, and next generation prospects by helping clients tackle estate planning with ease.
Gain insight into what plan sponsors really want
Municipal fixed-income investors can potentially enjoy strong long-term performance from a four source-approach that seeks investment opportunities from a variety of sources.
Sep 28, 2017
Women face unique retirement challenges. Learn the key considerations and strategies you can use to help your female clients optimize their Social Security. In this...
Sep 27, 2017
Join this complimentary webcast to learn ways to become more proactive.
Sep 21, 2017
Join an engaging discussion, fueled by new research, that reveals consumer and advisor perceptions about market volatility.