Amid the “Great Resignation,” financial advisors are taking stock of their careers and how they want to operate. Three themes have emerged in recent months.
Advisors know that their reputation is tied to the firm they're affiliated with — and they take that seriously, particularly in today's world where clients are more likely than ever to sever ties with companies whose values do not align with their own.
Support and resources are the second priority for advisors considering a move. With other heavy demands on their time, advisors want a firm that can give them robust research, deep financial planning capabilities and end-to-end support whenever and however they need it. Advisors should expect their firm to provide mobile-forward, integrated and secure systems that drive client satisfaction and practice efficiency.
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