Bank Investment Consultant decamped to Florida last month for the Bank Insurance & Securities Association's annual conference. There were many good sessions, which we wrote and tweeted about throughout the three-day event. Here we present just a few of the good nuggets we heard being discussed.
The shortage of advisors could turn into a crisis if left unaddressed. While participants in a panel discussion differed in their views on the severity of the advisor shortage, all agreed that action was needed to address the issue. Frank Consalo, director of sales at Citi Personal Wealth Management, noted that sales and program managers should continually contend with the challenge of recruiting. "Recruiting isn't something you do when you have nobody. It's something you do every single day," he said.
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