Top advisors, executives and other financial professionals share their stories of how they are driving the industry forward with ThinkAdvisor's Contributing Editor Jane Wollman Rusoff.
It's critical "because people don't like phoniness. There's a real hunger for authenticity and being human,” says Snappy Kraken's Angel Gonzalez.
As for Raymond James's achievement as a LUMNIARIRES finalist, he calls that recognition “motivating. It gives me incentive and drive to continue to improve and evolve in delivering technology education to advisors.”
Attracting diversity to a financial advisor team is easy; keeping it is more difficult, argues Caron Group's Ana Trujillo Limon.
Schwab Advisor Services' Lisa Salvi says young adults want to see a clear path to a rewarding career and business ownership.
At Dynasty Financial Partners, "You have to think in-depth. But you have to be dynamic in your management style as well,” the CEO explains. To hear Penney discuss his leadership philosophy and a mix of industry issues, please listen to this insightful podcast.
He says mentors like Mark Tibergien have taught him how to go beyond business metrics and "elevate the profession.”
The industry veteran and LUMINARIES judge says younger individuals just “don't seem to know about financial planning.”
Clients are asking more and more about Bitcoin and other digital assets, for instance, the Carson Group executive says in an interview.
In the podcast interview, the Cambridge president and CEO discusses a number of pressing advisor issues.
The industry VIP shares his views on everything from Bitcoin to robotic dogs that can help Alzheimer's patients and their caregivers.
The industry veteran and LUMINARIES 2021 winner also says subscription-based services are on the rise.
Top advisors, executives and other financial professionals share their stories of how they are driving the industry forward with ThinkAdvisor's Contributing Editor Jane Wollman Rusoff.
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