 Young advisors also advocate non-platform technologies that can help them stay close to clients without making anyone show up for formal (and time-consuming) meeting"Bob Veres, publisher, Inside Information |
Young Practitioners Point the Way Forward
Tom Coyle | Financial Advisor IQ, May 2014
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Summary: Young financial advisors are already showing discerning observers what their business will look like in the not-too-distant future, Bob Veres writes in Advisor Perspectives.The practice-management guru sees a number of big changes coming into view, either ushered in or embraced by advisors younger than 36. Among them are innovations touching on custodial relationships, fees, technology and marketing.
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