Advisor Success:
How to Ensure Greater Client Engagement, Loyalty, and Growth
Statistics prove that women and younger investors want different characteristics and resources from their financial professionals. Torri Hawley, Director of Client Learning Experience at Tamarind Learning and Julie S. Johnson, XY Communication Founder & Chief Engagement Officer discuss not only the WHY behind these findings but more importantly, the steps advisors can take to become the go to for these investors.