Schwab’s potential acquisition of TD Ameritrade could have an impact on your business and your clients. Jay Hummel and I discuss the implications of this major industry transaction on this installment of The Advisor Growth Series.
Do you know why your clients do business with you? Jay Hummel calls this ‘The Scary Question’ and on this episode Jay Coulter asks him about this and why he does not like service calendars.
Jay Hummel, Partner/Co-Founder, Wealth Advisor Growth Network (WAGN), met with Julie Cooling, Founder & CEO, RIA Channel to discuss the launch of WAGN and its growth-focused mission. WAGN, founded by Jay Hummel and John Phoenix, is singularly focused on helping advisors grow in today’s complex and competitive environment. WAGN has partnered with Merchant Investment Management to offer RIAs access to capital, … [Read More]
Jay Coulter and Jay Hummel discuss how to move financial planning to the center of your practice on this episode of The Resilient Advisor.
Jay Hummel of the Wealth Advisor Growth Network comes on The Resilient Advisor Podcast for a new featured series called the ‘Advisor Growth Series.’ On this episode we discuss the pros and cons of outsourcing in our industry.