2021 Competitive Intensity Index

By |2023-07-11T14:03:55+00:00September 21st, 2022|Branch, Financial, Uncategorized|

Ranked from most competitive to least competitive. RankLocation:Tier DescriptionCompetitive Intensity Index1Cumberland, MD-WVLess than 150K                              95.142Odessa, TX150K - 250K                              95.213Carson City, [...]

Comments Off on 2021 Competitive Intensity Index

BIA Beacon 2018: Branch & Digital Conversion, It’s about time.

By |2023-07-11T14:03:55+00:00October 14th, 2018|Branch, Financial|

For a copy of this presentation contact Tom McDermott at tmcdermott@inverconsultinggroup.com or (206) 890 1901

Comments Off on BIA Beacon 2018: Branch & Digital Conversion, It’s about time.

Emotional Currency: How Clients’ Money Stories Guide Decisions

By |2023-07-11T14:03:56+00:00April 3rd, 2017|Financial|

The evolution of how clients pursue and use the talents of an investment or financial advisor have changed dramatically over [...]

Comments Off on Emotional Currency: How Clients’ Money Stories Guide Decisions
Go to Top