How Direct Indexing Can Help With Client Retention, Recruitment
- Stock Market Stocks to buy Stocks to sell
admin
- 0
- 1 minute read
For ETFTrends, Tom Lydon explains how direct indexing can aid advisors with retaining and recruiting clients. Both of these are integral to growth for any thriving advisor practice while unsatisfactory performance in these areas can compromise success. So, advisors need to
:max_bytes(150000):strip_icc():format(jpeg)/modern-analyst-1316900_1920-f70c674fb760412fa184a505a51c5c2d.jpg "Common Interview Questions for Credit Risk Analysts")
:max_bytes(150000):strip_icc():format(jpeg)/SECForm425-41087544bb054a868ccbeb13482beb63.jpg "What Does a Chief Financial Officer (CFO) Do?")
:max_bytes(150000):strip_icc():format(jpeg)/GettyImages-2159746556-2e3b77ab7fc54f1b97c114d57974e4f1.jpg "What Happens to Your Money When Your Fintech Company Goes Bust?")
:max_bytes(150000):strip_icc():format(jpeg)/GettyImages-119717054-dc96ff6f97be43ca89b9d19f53318a70-a8d2635c71d54da794bbfdc95d522e44.jpg "<div>Yes, You Can Retire on a Cruise Ship. Here's What It Costs</div>")
:max_bytes(150000):strip_icc():format(jpeg)/GettyImages-469310035-6b91d5b65b7449c5882b4144acd14206.jpg "Correlation Coefficients: Positive, Negative, and Zero")