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Angie Herbers featured in ThinkAdvisor.com
I’m hearing more and more about inflation from my clients. Some think that hyperinflation is around the corner, and they want to position their portfolios in preparation. I feel very differently. How would you suggest I navigate this situation?
Ask Angie is a practice management monthly column at Citywire, email AskAngie@citywireusa.com.
Advisors nowadays are signing clients without even a face-to-face meeting. Your digital and overall client experience needs to be ready for that.
Angie Herbers featured in WealthManagement.com
Do you have any recommendations for a junior advisor whose RIA was recently purchased by a big national firm?
Ask Angie is a practice management monthly column at Citywire, email AskAngie@citywireusa.com.
High-growth firms systematically move clients from high-touch to a stable baseline of service, freeing bandwidth for an advisor to be available at a moment’s notice.
Angie Herbers and Brandon Moss featured in WealthManagement.com
Do you see the flat fee charging model as a threat to the more traditional model, based on taking a percentage of assets under management?
Ask Angie is a practice management monthly column at Citywire, email AskAngie@citywireusa.com.
Angie Herbers featured in ThinkAdvisor.com
What are the best practices to ensure a consistent experience for all of my clients?
Ask Angie is a practice management monthly column at Citywire, email AskAngie@citywireusa.com.
How do we ensure that all our client relationships are profitable?
Ask Angie is a practice management monthly column at Citywire, email AskAngie@citywireusa.com.
With all these RIA aggregators buying up practices, what is the future of the single-advisor RIA? Can they survive?
Ask Angie is a practice management monthly column at Citywire, email AskAngie@citywireusa.com
