Contributor: Sally Hart
In a recent study, Cerulli Associates polled advisors asking how their business is impacted after they obtain a professional designation. They discovered that among advisors that gain professional designations, 58% report a growth in their client base, and within that group, more than half grew their client base by more than 10%.... read more
Contributor: Sally Hart
Financial professionals continually strive to mitigate risk by evaluating the financial health of counterparties and by employing risk management techniques to consistently stay ahead of any issues. As an advisor and financial professional, you manage risk every day — a position that gives you a unique perspective. High net worth clients in particular look for advisors and firms that can effectively manage both their asset class and counterparty risks, and they want their advisors to be able to consolidate their investment information from diverse sources.... read more
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