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Articles by Osaic Wealth
Four Principles To Strengthen Client Confidence Through Education
Written by: Heather Lindsley, LUTCF, RICP, LACP | Osaic Wealth, Inc. Client education is one of the strongest advantages advisors can offer. Products change, markets fluctuate and platforms evolve, but what lasts is a client’s understanding of why their plan exists and their sense of ownership over it. When clients see themselves reflected in the strategy, they stay committed—through the noise, news cycles and inevitable ups and downs.
Four Principles To Strengthen Client Confidence Through Education
Written by: Heather Lindsley, LUTCF, RICP, LACP | Osaic Wealth, Inc. Client education is one of the strongest advantages advisors can offer. Products change, markets fluctuate and platforms evolve, but what lasts is a client’s understanding of why their plan exists and their sense of ownership over it. When clients see themselves reflected in the strategy, they stay committed—through the noise, news cycles and inevitable ups and downs.
Wall Street firms to pay over $470 mln to settle with US regulators over texting
Market Closed - 04:00:00 2024-08-14 pm EDT 5-day change 1st Jan Change 79.45 CAD +0.29% +2.77% -7.21% Aug. 14 Wall Street firms to pay over $470 mln to settle with US regulators over texting RE Aug.
Finding your people & yourself: connection drives the growth of women at Osaic
If you’ve met one independent financial advisor, you’ve met one independent financial advisor. The independent space knows that sentiment very well. The other one often heard is sometimes being an independent financial advisor can feel like you’re on an island by yourself. Unfortunately, the island doesn’t come with a 24/7 concierge service or a set of pre-planned activities. In other words, it can get lonely.
GCG ADVISORY PARTNERS ADDS 225 MILLION TEAM FROM RAYMOND JAMES
GCG Advisory Partners, GCG Wealth Managements’ North Carolina-based planning platform that facilitates succession and acquisition planning for advisors, is proud to announce the addition of Chicago-based McDermott Gall Wealth Management to our growing network of firms. The duo, formerly with Raymond James & Associates, brings with them over $225 million in assets under management.
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