Financial Industry Observations & Trends

If you are a producer or advisor in the financial industry, you probably have a keen sense about what consumers want. Those are the people you deal with on a daily basis, right? In my day-to-day dealing, I learn what financial professionals want.

I use the general term “financial professionals” because the people who call us come from all over the financial spectrum. That includes life insurance agents, P&C agents, bankers, fee-only advisors, stock jocks, RIAs, wirehouses, institutional wholesalers – you name it, they call us. Because we get the opportunity to talk with all of them on a daily basis, I can share with you a perspective that you might not otherwise get to see. And, believe me – this is competitive recon at its best!