NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Horsesmouth Essential: What’s Working Now: Overwhelmed by a growing number of clients, this financial advisor developed a special approach to hiring and training a new advisor for his firm—a move that led to more efficient operations and personalized client service.
Horsesmouth Essential: Compensation incentives for both staff and advisors can greatly influence your firm’s client acquisition and retention efforts. While the purpose of an incentive plan is to reward the behavior you want, a well-designed plan also shifts some of the compensation risk to the employees.
Horsesmouth Essential: Employee disengagement is a huge problem for companies big and small, and chances are it may be putting a drag on your own client service and operations. Learn what’s needed to shape up your team, foster innovation, and reinvigorate your practice.
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The AI-Powered Financial Advisor
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