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 career 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 shoppers in what might be a once-in-a-lifetime market alternative.
Mark and Shannon talk about:
- What’s fueling demand and want for skilled monetary recommendation
- How advisors can leverage expertise to market to a broader base of shoppers and prospects
- How operations and admin roles are evolving to permit advisors to develop their companies and spend extra time with shoppers
- The drivers of future success within the wealth administration business