Advisers at the peak of the careers have a lot to think about. Top considerations include: Keeping key relationships happy; Building new relationships with the next generation who will inherit the wealth of the baby boomers; Protecting and keeping clients informed and happy with their financial plans; and, of course, staying on top of each and every compliance requirement.
As advisers gain experience and build their books and become more successful, perhaps the most important skill they must master is time management. Everyone wants your time – clients, compliance, administrative staff, your manager and bank personnel.
Register or login for access to this item and much more
All Bank Investment Consultant content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access