Pre-Transition Keys Setting the Stage Critical Letters to Draft There’s a lot of prep work that goes into a successful transition. You have to put

For advisors that are thinking about making a move, the special gift on their wish list may be any number of improvements to client services,

There Are Opportunities in The Gaps Market Counsel President/CEO Brian Hamburger started off the event with a curious thought, that the “enjoyable client experience may

Our marketing guy Marc Sanders parachuted into the Market Counsel Summit in Las Vegas this week to conduct some interviews for the next episode of

Making Your Wish List Proper Due Diligence  Exploring your Options   The holiday season is upon us, and we all know what that means… it’s

The Great Resignation Continues Finra’s Heads Up on Succession Preparing for the Unexpected   The COVID-19 pandemic has slowly become an integrated part of our