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Streamlining Client Service: How Advisors Can Avoid Pitfalls in Segmentation

Penny Phillips, founder of Journey Strategic Wealth, outlines the pitfalls and flaws in advisors' segmentation and client service. In this episode of "The Deep Dive," host Jay Hummel talks with Penny ...
Long Island Press

Massapequa financial advisor alleged to have lost hundreds of thousands in client’s money

A Massapequa-based financial advisor is in hot water following claims that his company lost hundreds of thousands of dollars in investments. Vincent Camarda, the founder and CEO of A.G. Morgan ...
Financial Planning

Do clients trust you? Depends on who they — and you — are

No two clients are the same when it comes to financial advising, but certain demographics can play a significant role in how investors view their relationships with financial advisors. Factors like ...
Investopedia

Streamlining Client Service: How Advisors Can Avoid Pitfalls in Segmentation

Jay Hummel, host of "The Deep Dive" on Investopedia, is on a mission to help the advisory profession become more valuable for clients and better position itself for the future. His twice-monthly ...