In the August edition of Inside Information, Bob goes in depth on:
Indigo Marketing Agency is collecting and posting client testimonials for advisors in a regulatory compliant way.
Nest Wealth has been rethinking the way advisors and their clients process their custodial paperwork.
Firms are now able to delegate their digital marketing efforts
You have a big recruiting advantage if you’ve developed an internal training program that is proven to help young advisors advance their careers. Otherwise, offer a