Advisors are Frustrated with Their Service — What Are Your Options?
Jeff Nash, CEO of Bridgemark Strategies, joins me to discuss the challenges financial advisors are facing with their back-office including issues with service, technology integration, and rapid growth.
• How the drive for growth at these firms can lead to misalignment with advisors’ service expectations and deterioration in service quality.
• Segmentation, technology investments, and finding firms that excel in different service areas are important for advisors to consider.
• Understand your options and make the best decision for the future of your practice.
I hope this conversation is helpful. If you’re a high-performing advisors that could use the help of a non-biased transition consultant please reach out, I’d be happy to talk.
#FATransition #coreywalen #financialadvisor #independentadvisor #edwardjones #raymondjames #merrilllynch #morganstanley #ubs #wellsfargo #lpl
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