tag:blogger.com,1999:blog-7687633015970695622.post3938562579202017196..comments2023-12-07T00:37:26.343-08:00Comments on Wealth Management Marketing and Sales: Comment from Mubai...Ron Gossen, MBA (and APR, PMP, ATM, too)http://www.blogger.com/profile/01783439136168271588noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-7687633015970695622.post-79436587477964189482021-11-18T09:13:48.218-08:002021-11-18T09:13:48.218-08:00I admire what you have done here. I like the part ...I admire what you have done here. I like the part where you say you are doing this to give back but I would assume by all the comments that this is working for you as well. <a href="https://hannahfinancial.com/" rel="nofollow">Credit report analysis</a>Sycohttps://www.blogger.com/profile/01841382448347338642noreply@blogger.comtag:blogger.com,1999:blog-7687633015970695622.post-9011401964320846412021-10-26T03:10:52.030-07:002021-10-26T03:10:52.030-07:00Thank you because you have been willing to share i...Thank you because you have been willing to share information with us. we will always appreciate all you have done here because I know you are very concerned with our. <a href="https://www.moneytreewm.co.uk/news/am-i-rich-enough-to-hire-a-wealth-management-advisor/" rel="nofollow">Hire a wealth management advisor</a>Hijabi Girlhttps://www.blogger.com/profile/06700645566229109282noreply@blogger.comtag:blogger.com,1999:blog-7687633015970695622.post-65125077532608868862010-02-28T18:35:57.554-08:002010-02-28T18:35:57.554-08:00Driveby:
Year before last and into early this...Driveby:<br /> Year before last and into early this past year, there was some movement in wealth management accounts, though not the great tidal wave that some predicted. I think that the investors were frozen from panic for so long, that just when they were feeling the need to talk with alternatives to their current advisor, things started to look up. In summary, their sunk costs were so high that they feared moving, then things got better.<br /> On another issue, I think you'll find more and more small advisories outsourcing virtually all of their business and focusing on asset aggregation and client service. I think that the TAMP (turnkey asset management provider) industry is maturing and provides a logical resource to enable advisors to focus on the more profitable, but often less fulfilling, areas of running their business.<br /> That's what I think right now. Thanks for asking.<br />RonRon Gossen, MBA (and APR, PMP, ATM, too)https://www.blogger.com/profile/01783439136168271588noreply@blogger.comtag:blogger.com,1999:blog-7687633015970695622.post-5487319918740375172010-02-28T11:13:07.301-08:002010-02-28T11:13:07.301-08:00Agree with the post from Mubai.
I'd be inter...Agree with the post from Mubai. <br /><br />I'd be interested in your view of emergent trends in wealth management, given the challenging economic environment . . .Drivebyshttps://www.blogger.com/profile/09776516570682690735noreply@blogger.com