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Many of our advisors are recognized for their expertise and are often contacted by national and regional media for consultation related to the complex financial industry. Below are some of recent media articles and videos, featuring Fusion advisors:
LISTEN TO YOUR CLIENTS
Eric Brotman of Brotman Financial featured in recent Registered Rep Magazine article
When Jim Karabas joined Vestor Capital as managing director four years ago, he came with a few goals. One was to boost client satisfaction with the Chicago-based firm—and increase retention. To that end, he started conducting regular surveys looking for client feedback, first via snail mail, then through email. More recently, he began holding exit interviews on the phone with clients who were on the verge of leaving the firm, which manages about $600 million in assets. He had previously left it up to the individuals’ soon-to-be-former advisor to make that call. more...
PROFESSIONALIZING YOUR PRACTICE
Andy Brief of Brief Retirement Strategies quoted in recent Research Magazine article
Lots of big producers lack knowledge of the ins and outs of planning, and many planning wonks are inept as rainmakers. Put the two together and you've really got something. more...
The above links are provided for your information only. As they are provided by third parties, NFP Securities, Inc. does not endorse, nor accept any responsibility for the content. NFP Securities, Inc. does not independently verify this information, nor do we guarantee its accuracy or completeness.
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Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Fusion Financial Group or Fusion Advisor Network. NFP Securities, Inc. does not offer tax or legal advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.
Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Fusion Financial Group or Fusion Advisor Network. NFP Securities, Inc. does not offer tax or legal advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.