• Using Technology to Drive Meaningful Virtual Client Engagements

    7 days ago - By Business 2 Community

    Schwab's annual RIA benchmarking survey is always an eagerly awaited update on goings-on in the space, but perhaps no iteration of the report has been more anticipated than 2020's as the wealth management industry has been grappling with all of the implications of the ongoing pandemic. Wealthmanagement.com had a great write up of the report and spoke with a number of top-performing advisors who shared their thoughts on how COVID-19 has upended their approaches.
    A comment from one highly successful advisor, whose firm has managed to continue their growth during these difficult times, stuck...
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