Last week 409 independent financial advisors gathered in Chandler, Arizona to attend the Peak Advisor Alliance Excell Meeting. At one session, Ron Carson of Carson Wealth Management asked the attendees how many ask for referrals at every opportunity. Very few advisors raised their hands. Since the majority of business is actually done by referrals, and [...]
Where Can a Rookie FA Get The Best Training Today?
March 10, 2011 By Leave a Comment
It’s no secret that the advisory workforce throughout the industry is aging, and now that the economy is recovering, firms are acknowledging that they need to bring in new FA’s to counter-balance that. So what are some of them doing?
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