Branding Is A Collaborative Act
The top five brands identified by advisors as “best-in-class” are American Funds, Vanguard, BlackRock, JPMorgan, and First Trust.
Conversation Starters: Boosting Advisor Engagement with Value-Add Programs
More than half (55%) of advisors overall ranked new client/business development as one of their top 3 challenges in 2023, making it the most frequently cited concern.