The 10-minute download that takes a broader look at what’s going on in the wealth management world and the impact on an advisor’s business.
In this episode, Mindy explores the industry landscape as a “continuum,” recent data on advisor movement and its impact on:
- Where advisors are going—and how movement is fueling the evolution of the landscape.
- The flow towards regionals and boutiques—and why these firms are winning the race for top talent.
- The movement of the “advisor elite”—and how that serves as a barometer for the wealth management industry at large.
It’s 10-minutes of insights with value for all advisors—just what you need to know to see your way forward clearly and thoughtfully.
What’s Changing at the Wirehouses—and Why You Need to Pay Attention
As firms cut back on recruiting and amp up their retention efforts, the balance of power shifts further and further away from the advisors—diminishing leverage, business value and opportunity, and leading down a path that advisors fear most. Read->
9 Trends That Will Put Advisors in the Driver’s Seat for 2020
The new year ushered in a “perfect storm” in which the intersection of 3 forces – changing advisor sentiment, reshaped client expectations and powerful retention efforts by the brokerage firms – has laid the groundwork for a world where advisors have the upper hand. The question is, will they take it? Read->
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