International College of Financial Planning
DECEMBER 23, 2023
This practical approach is crucial to understanding the complexities of financial markets and client management. Additionally, ICOFP provides students with essential soft skills training, including client communication and ethical decision-making.
Diamond Consultants
JUNE 28, 2023
First, UBS left the Protocol for Broker Recruiting. This action signified the firm was taking more control away from the advisors and indicating that UBS owned their client relationships when in fact, the team built the practice based solely on their own hard work. But things started to change at the firm.
XY Planning Network
JANUARY 16, 2023
If notifying or bringing your clients with you is on your checklist, add this task first: C heck employment contract. 4 MIN READ. New year, new firm? Whether you’re changing firms or starting your own, there are many things to consider and do.
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