Ask Angie
Ask Angie is a practice management monthly column at Citywire. If you need her advice, just email AskAngie@citywireusa.com.
Do you have any recommendations for a junior advisor whose RIA was recently purchased by a big national firm? How much do corporate culture and priorities tend to change post-integration?
How can advisors make the case to their prospects that their service offering is better than that of a robo-advisor?
Will tomorrow’s advisors have to use social media if they want to succeed at wrangling new clients?