Planning and Advice

Consolidation Update: Advisor Audio

Listen and learn. Speakers at Advisor Group’s 2011 Distributors' Summit discussed ways industry members can work together to help advisors capture the next generation of clients, better assess and respond to risk, and build a more business-friendly environment. Chris Reynolds, CEO & President, Investment Planning Counsel Inc., discussed where the Distribution business is likely to be five and 10 years from today.

By Staff |September 1, 2011

1 min read

Improving advisor statements: Advisor Audio

Listen and learn. Speakers at Advisor Group’s 2011 Distributors' Summit discussed ways industry members can work together to help advisors capture the next generation of clients, better assess and respond to risk, and build a more business-friendly environment. Vince Valenti, President, Independent Planning Group, discussed how Distributors can cooperate to deliver more comprehensive materials to clients.

By Staff |September 1, 2011

1 min read

New agent development: Advisor Audio

Listen and learn. At the Advisor Group’s 2011 Distributors' Summit, Chris DiSalle, Managing Partner, CMO, Complete Brokerage Services, Richmond, B.C., discussed being a boutique MGA in British Columbia and quietly developing a full-fledged new agent training program, including a strategic recruiting approach, complete training program, mentoring programs as well as a video training library to fine tune newly acquired skills.

By Staff |September 1, 2011

1 min read

2011 Distributors’ Summit – Advisor Audio

Listen and learn. Speakers at Advisor Group’s 2011 Distributors’ Summit discussed ways industry members can work together to help advisors capture the next generation of clients, better assess and respond to risk, and build a more business-friendly environment. If you missed the conference, or just want a refresher on what was covered, don’t worry. We’ve […]

By Staff |September 1, 2011

2 min read