About the author:
Alex began his career at Advicent as a partner support specialist and later moved into quality assurance, allowing him to utilize the insights he gained from partners to further improve Advicent products. Additionally, Alex constantly strives to stay up-to-date on current topics within the FinTech industry.
The holiday season is upon us! 'Tis the season to watch any and all holiday movies aired on TV, streamed through your favorite service, or via your trusty old DVD player.
Ensuring that a client has a positive experience is quickly becoming the primary goal of all organizations as they recognize retention benefits, but also increased growth.
As a Millennial, I have recently started to utilize the services of a financial professional. This journey is one that many Millennials will take, and each experience will be different.
The 2016 presidential race has been a whirlwind of insults and scandal thus far. With the election right around the corner, advisors need to keep in mind that presidential elections are always an important time for our country and the election outcome may affect the financial plans of clients.