Whereas fairness markets have declined considerably in 2022 and inflation has spiked, the necessity for monetary recommendation has by no means been larger—and the occupation has by no means been extra accessible.
On this episode of NEXT, Mark Bruno, managing director at Informa Wealth Administration, speaks with Shannon Spotswood, president of RFG Advisory, about methods for growth-oriented advisors to attach with new purchasers in what could possibly be a once-in-a-lifetime market alternative.
Mark and Shannon talk about:
- What’s fueling demand and wish for skilled monetary recommendation
- How advisors can leverage expertise to market to a broader base of purchasers and prospects
- How operations and admin roles are evolving to permit advisors to develop their companies and spend extra time with purchasers
- The drivers of future success within the wealth administration trade