Gordon Young brings his broader ethical lens to the conversation with practice owner and principal adviser Alysia Laird who both agree the early stages of the evolution of the profession has begun, something that’s particularly evident in the sharing of ideas and building of community that’s advanced quickly in recent years and is a hallmark of a thriving profession.
Platform satisfaction tied to adviser growth ambitions: Research
Adviser platform satisfaction is fundamentally tied to how well a platform supports the adviser’s business growth ambitions, according to a report from SuitabilityHub and CoreData. The inaugural research also covers which platform is building the most new business relationships.
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