This is what happens when clients want more...

What’s good enough?

That can be a tough question to answer.

Because in a world driven by “more” of everything – that is, bigger, better, faster – it seems odd that anyone would trust that “good enough” is actually OK.

Take clients for example: They’ve come to want more from their advisors.

And there are plenty of advisors and firms eager to oblige.

So much so that it’s propelling movement and amazing growth in the wealth management industry—and revealing even greater opportunities for all.

Our?featured article?from Barron’s looks closely at this phenomenon and discusses what it means for advisors and the industry at large.?

Which leads us to another topic: When we talk about independence, are we talking about the model or the mindset? Funny how the lines have blurred.?

Because in the rapidly evolving landscape, advisors who are seeking more for their clients and themselves are finding their way out of the big brokerages to regional firms like Janney.

In this week’s?featured podcast episode, Jerry Lombard, President of Janney’s Private Client Group, talks about how they are fulfilling the desire of advisors who want greater freedom and control but have no desire to be independent business owners.?

Plus, he shares some real-world success stories of advisors who recently joined them.

Plenty to keep you busy and growing!

Best,

Mindy

How Evolving Expectations of 3 Key Stakeholders is Driving More Advisor Movement Than Ever Before

Financial advisors are seeking greener pastures that offer the ability to achieve something better for themselves and their clients.

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To many advisors, independence has come to represent more of a mindset than a model—that is, the ability to achieve greater freedom and flexibility, while acting as a business owner without actually taking on the task of being one. And it’s that very desire that firms Like Janney are looking to fulfill. Jerry Lombard, President of the firm’s Private Client Group discusses why their model is translating to exponential growth over recent years, sharing success stories of teams that recently joined. Plus, he discusses how the evolving landscape is setting the stage for greater success for models like Janney’s in the years to come.

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