Top Tweets for #PracticeAndClientManagement
Widows leave their family’s financial advisor at surprisingly high rates. Here’s how to build trust before it’s too late. #PracticeAndClientManagement #Widows #FinancialPlanning
https://t.co/rdhN1JlZGI
Advisors built wealth transfer plans around 25-year retirements. Some clients may live to 115. The old retirement math may not work anymore — and advisors are starting to rethink everything. #PracticeAndClientManagement #retirement #retirementplanning
https://t.co/LNp2PuodTI
.@getvanilla says 90% of its product roadmap comes from customer feedback. Its new partnership with Callan Family Office is the latest proof. #Fintechs #PracticeandClientManagement #Technology #Wealthmanagement
https://t.co/YnAXmeJPxf
Want to attract Gen Z and millennial clients? A new @McKinsey report highlights a trend that advisors who work with younger clients already know: Next-gen investors want radical transparency.
#genz #millenial #practiceandclientmanagement
https://t.co/0hlVz7Dy3r
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