Christy
New Year, New Hires? What to Expect
In a 2023 recap, Lead-Advisor, a search firm specializing in Wealth Management Talent Placement, revealed the most common roles hired for...
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Christy
- Dec 2, 2023
- 2 min
Strategic Planning Considerations For 2024
As year-end approaches, many business owners reflect to inform their strategic plan for 2024. Over the years, I’ve seen financial...
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Christy
- Nov 5, 2023
- 2 min
Even Data-Driven Marketing Requires A Human Connection
Recently, I was fortunate to be among 15 executive thought leaders gathered by Worth to talk about “data-driven marketing” in the...
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Christy
- Oct 6, 2023
- 1 min
Financial Advisor Satisfaction Study Highlights Opportunities
According to a 2023 U.S. Financial Advisor Satisfaction Study by J.D. Power, “U.S. wealth management firms have an advisor engagement...
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