# Leadership

Tips for Effective Investment Program Management

Tips for Effective Investment Program Management

Bank Investment Programs Investment programs continue to provide tremendous value to the financial institution (bank or credit union). Studies have shown that households that own investments through their primary bank or credit union are among the most profitable for...
5 Ways To Attract and Retain Millennial Advisors

5 Ways To Attract and Retain Millennial Advisors

Millennial Advisors More than one-in-three American labor force participants (35%) are millennials, making them the largest generation in the U.S. labor force, according to a Pew Research Center analysis of U.S. Census Bureau data. Research shows that only about 25%...
3 Reasons to Focus on Financial Advisor Job Satisfaction

3 Reasons to Focus on Financial Advisor Job Satisfaction

Discover How Satisfied and Engaged Financial Advisors Will Boost Your Firm’s Bottom Line Numerous studies show that an engaged workforce translates to a higher bottom line. This is no different for financial advisors — sales performance management is more than...

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