ChristyJan 22 minNew Year, New Hires? What to ExpectIn a 2023 recap, Lead-Advisor, a search firm specializing in Wealth Management Talent Placement, revealed the most common roles hired for...
ChristyDec 2, 20232 minStrategic Planning Considerations For 2024As year-end approaches, many business owners reflect to inform their strategic plan for 2024. Over the years, I’ve seen financial...
ChristyNov 5, 20232 minEven Data-Driven Marketing Requires A Human ConnectionRecently, I was fortunate to be among 15 executive thought leaders gathered by Worth to talk about “data-driven marketing” in the...
ChristyOct 6, 20231 minFinancial Advisor Satisfaction Study Highlights OpportunitiesAccording to a 2023 U.S. Financial Advisor Satisfaction Study by J.D. Power, “U.S. wealth management firms have an advisor engagement...