They call it the Snapple Factor.
The credit union executive spoke about a service concept called PlusOne.
And the flagship story that exemplifies it.
Archives for November 2017
RIA Wholesaling Best Practices with Dennis Gallant
Total assets under management with RIAs is hard to pinpoint.
But all can agree it is substantial enough that more and more firms are newly deploying or expanding their RIA sales teams.
But are they employing industry best practices in order to succeed?