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Which of Your Clients Are You at Risk of Losing?

Jul 20, 2022 | Banks, Best Practices, Credit Unions, Research

Most consumer-facing companies ask about the customer satisfaction of every transaction. According to Larry Cohen, director of the Consumer Financial Decisions’ (CFD) MacroMonitor Survey, apparently, there is a constant need to make sure the company is receiving good...

Who Should Manage Your Advisors?

Apr 27, 2022 | Advisors, Bank BDs, Banks, Compensation, Credit Unions, Third Party BDs

Comparing the Performance of Advisors Employed by the Institution or Its BD Partner Financial institutions working with third party broker dealers face a choice of employing and managing their financial advisors or outsourcing the employment and management of the...

Recent Posts

  • Disintermediation Déjà Vu
  • Needed: Better Tracking and Reporting
  • Can We Really Tell if Financial Planning Boosts an Advisor’s Production?
  • Which of Your Clients Are You at Risk of Losing?
  • The Cautionary Tale of the Bank-Owned Broker Dealer

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