It’s no secret that in today’s environment, advisors have more on their plate than ever before. Among the challenges are the continuously changing regulatory environment, demographic shifts that are putting pressure on many of their businesses and the influx of new,...
SSN Advisor Case Study The High Net Worth Challenge: Solve the Problem or Lose the Client An SSN advisor, we will call “Brian,” was facing a problem. A long-time, top client of his was wooed away by Goldman Sachs after they helped the client sell his...
At industry events these days, you frequently hear about how difficult it is for independent broker-dealers to put in place any major new initiatives that drive value for the financial advisors they serve until there is total clarity on what the regulatory landscape...
We are proud to have an article written by Corey Keltner, Practice Development Specialist of Securities Service Network, published on WealthManagement.com. The article “How Advisors Can Fine Tune Their Marketing Language To Better Explain What They Do”...
SSN’s Tax Savvy Forum Executive Summary This past September, we completed our second Tax Savvy Forum of the year in Nashville where SSN Advisors learned more about how tax planning fits more broadly into the larger retirement planning process. We had four...
