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, [...]

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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 [...]

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