“Maybe out of 50 conversations, one person is so passionate about their views that I'll have to make a note that they didn't take our counsel,” says Jason Katz.
James Gorman discussed a range of topics at the Sifma conference this week, including diversity, revenue matching goals, the E*Trade deal and investment strategies.
The training works for 20-somethings who reject cold-calling sales tactics, but older FAs who no longer want to be perceived as salespeople also appreciate it, the company says.
The survey shows how the pandemic has altered the risk appetite of advisors’ clients, the impact that’s had on allocations, and the strategies that have become more appealing to advisors.
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