Continual advancements in technology are disrupting nearly every business sector. In an increasingly global society that emphasizes mobility and connectedness, digital engagement and data mining are transforming the way business is done.
In September, M Financial announced new strategic relationships with PNC Financial Services Group and The Links, Incorporated. These relationships will generate new opportunities for current and new financial advisors with M Financial and add diversity to both Member Firm services and clients.
Linda Cahill, co-owner and principal of Enza Financial, challenges the notion that men are best suited for the insurance industry. When it comes to the financial services sector, she believes the market for women is huge — and hopes to see more women bring their skills and talents to the industry.
Consumers turn to financial services professionals for guidance on their financial well-being, but how do clients ultimately decide which advisors and planners they can trust?
When you have a business that is focused on serving the needs of ultra high net worth individuals, it’s all about developing and nurturing strong relationships. This applies not only to clients but also to the team of professionals at your firm who serve those clients.