Listen and learn. At Advisor Group’s 2011 Distributors' Summit, Jeff Hughes, GAMA International, Falls Church, Virginia, discussed independent and hybrid independent organizations that rely on industry resources to enhance their own development efforts.
The long wave of consolidation running through the financial services industry could ebb in the coming year, as one of the world's largest clearing and settlement firms opens shop in Canada.
Listen and learn. Speakers at Advisor Group’s 2011 Distributors' Summit discussed ways industry members can work together to help advisors capture the next generation of clients, better assess and respond to risk, and build a more business-friendly environment. Chris Reynolds, CEO & President, Investment Planning Counsel Inc., discussed where the Distribution business is likely to be five and 10 years from today.
Listen and learn. Speakers at Advisor Group’s 2011 Distributors' Summit discussed ways industry members can work together to help advisors capture the next generation of clients, better assess and respond to risk, and build a more business-friendly environment. Vince Valenti, President, Independent Planning Group, discussed how Distributors can cooperate to deliver more comprehensive materials to clients.
Listen and learn. At the Advisor Group’s 2011 Distributors' Summit, Chris DiSalle, Managing Partner, CMO, Complete Brokerage Services, Richmond, B.C., discussed being a boutique MGA in British Columbia and quietly developing a full-fledged new agent training program, including a strategic recruiting approach, complete training program, mentoring programs as well as a video training library to fine tune newly acquired skills.
Listen and learn. Speakers at Advisor Group’s 2011 Distributors’ Summit discussed ways industry members can work together to help advisors capture the next generation of clients, better assess and respond to risk, and build a more business-friendly environment. If you missed the conference, or just want a refresher on what was covered, don’t worry. We’ve […]
Most people in this business fear regulators, and for good reason. But the first step in dealing with them effectively is to understand they are themselves motivated by fear, said Stephanie McManus, president of Compliance Support Services at the Advisor Group’s annual Distributors’ Summit.
A regulatory sea change is on the horizon, but don’t expect it to bring consistency coast to coast, Joseph Groia argued at Advisor Group’s annual Distributors’ Summit.