FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

Client retention is one of the biggest drivers of advisors’ long-term success. Advisors seeking to build elegant, upmarket wealth management practices don’t just have to attract ideal high-net-worth ...

Marketing and BD teams sit at the intersection of client expectations and firm delivery – and the stakes have never been higher. According to BTI Consulting’s 2024 Client Service A-Team Report, only ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of customer ...