M&A Involving Envestnet, RFG Advisory, Modern Wealth, OnePoint BFG And Hightower; Financing By Savvy; Recruitments By Wealthcare, LPL And NewEdge; And Appointments By Beacon Pointe, BridgePort And Hargrove MSO
More Important Than Total Leads, Advisors Should Examine Where Their Best Client Relationships Come From And What They Can Learn From Those Relationships That Will Help Them Prospect Better