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Human Capital
Changing Faces of Wealth - Dimensions and Insights: Millennial Investors
Who are they? How do their beliefs reflect their investment style? An overview for financial professionals who work with millennials.
Human Capital
Changing Faces of Wealth - Dimensions and Insights: Women Investors
Who are they? What are their investing preferences? An overview for financial professionals who work with women.
Human Capital
Changing Faces of Wealth - Dimensions and Insights: Black & African American Investors
Who are they? What factors are shaping their market outlooks?
An overview for financial professionals who work with BAA investors.
Business Development
Why Women Are Critical to the Future of Your Business
Despite controlling a significant portion of personal wealth in the U.S., women are often left out of long-term financial planning conversations. Retirement Director Sara Tegethoff Lowery discusses how the industry has long demonstrated bias against female investors and explains why it’s so critical for financial professionals to build relationships with this segment of their client base.
Human Capital
Jamie Price: Life lessons, Leading with Technology, and His A-Ha Moment
In this episode, Jamie shares how he leverages his past experiences in leading Advisor Group today, the importance of embracing your inner creative and why he’s investing so much into top talent and technology to ensure his advisors are set up for success in the future.
Business Development
Referrals Refined, Part 3: The Ask and Next Steps
In the third post of a three-part series on referrals, Head of Knowledge Labs® Professional Development Michael Futterman explains how to make “popping the question” less anxiety-inducing through research, preparation and practice.
Business Development
Referrals Refined, Part I: Identifying Who Can Help Grow Your Business
In the first of a three-part series, Head of Knowledge Labs® Professional Development Michael Futterman outlines a process for determining which clients are most likely to be sources of qualified referrals.