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Author: rafferty

4 Ways to Give Clients a ‘Wow’ Experience

19:05 26 February in Articles Written by Jon Henschen by rafferty

February 24, 2021 By Jon Henschen, ThinkAdvisor There’s a lot for advisors to learn by reading “The Book of Wow,” which is based on the Art of Wow program created by Knowledge Labs — the value-added platform of Janus Henderson developed in partnership with Joseph Michelli, a client experience expert and best-selling author. The book is based on a survey of a wide variety of advisors, who share client experiences that go beyond their expectations — resulting in a “Wow.” According to the book, Wow experiences are unanticipated, surpass professional advice and involve actions that resonate on a personal basis with clients; they’re also often unique to each client. These experiences can be personal or tied to relationships between parties that go deeper and are more meaningful than what is normally experienced. Words are cheap, and actions speak...

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Midsize Advisor Group IBD SagePoint taps head recruiter as next CEO

20:22 22 February in In the News by rafferty

February 18, 2021 By Tobias Salinger, Financial Planning   A midsize Advisor Group firm tapped its head recruiting executive to be CEO, as the private-equity-backed firm seeks a leg up in the highly competitive advisor talent race. SagePoint Financial picked Desireé Sii to replace retiring CEO Jeff Auld after his 13-year tenure, the independent broker-dealer said Feb. 8. Only five other firms out of 50 in Financial Planning’s annual IBD Elite rankings list women as their chief executive. Phoenix-based SagePoint is the fourth-largest firm in Advisor Group’s network and No. 20 in the sector.   Read the full article on FinancialPlanning.com...

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LPL’s M&A Program Goes Live

20:50 11 February in In the News by rafferty

February 11, 2021 By Diana Britton, WealthManagement.com The new service, out of its pilot stage, is now available to all LPL advisors and promises to shorten the time it takes them to complete acquisitions from six to nine months to 60 to 90 days. LPL Financial said Thursday that its LPL Financial M&A Solutions, a suite of services to help advisors navigate mergers and acquisitions from start to finish, is now available to all of LPL's 17,287 advisors. The offering has been in a pilot program with a small group since 2019. LPL launched the platform to help advisors with all the issues and steps involved in a sourcing and closing acquisitions or mergers, with single point of contact on one platform. LPL will finance the deals from its own balance sheet. The firm has shortened the time to complete deals...