Practice

7 social media tips for advisors

James Pelmore, an advisor with Dundee Wealth Management discusses his social media tips for advisors

By James Pelmore (@jamespelmore) |October 1, 2011

1 min read

Advisor confidential | James Pelmore

James Pelmore - Senior Investment Advisor, Director of Private Client Group, DWM Securities Inc.

By Kanupriya Vashisht |October 1, 2011

2 min read

Separate clients if they disagree on investing

Rajagopal has always treated Jerry and Judy as separate clients, with separate accounts. “They came to me together, but when we started discussing risk tolerance,” they revealed their divergent points of view.

By Doug Watt |October 1, 2011

3 min read

Boosting advisor sales: Advisor Audio

Listen and learn. At Advisor Group’s 2011 Distributors' Summit, Tricia Benn, Senior Director, Rogers Connect Market Research and Client Services, Rogers Publishing Ltd., discussed how distributors can better help the advisors they work with bring in more revenue and what sorts of synergies are brokers and advisors looking for from the distributors who bring them product.

By Staff |September 30, 2011

1 min read