Spring is a great time for reorganizing and rethinking old practices and embracing new ideas has been key to the success of many brokerages. Facing a swirl of ever-changing technologies and a shifting regulatory landscape, brokers need to constantly evolve and adapt to thrive, if not survive.
This checklist will outline some concepts that top brokers are thinking about this year, as a booming economy brings both new opportunities and increased competition.
1) The medium and the message
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