the Edge – Mar/Apr 2020
A Four-Step Framework for Engagement As you look to connect with clients in these difficult times, having a process for engagement is critical. We offer a four-step framework to follow as you work to deepen these relationships. (pg. 3); Reg BI Update: Form CRS A key piece of the SEC’s recent advice reform package is a new disclosure document. (pg. 6); On the Way – Unio Resources and Business Texting: Take a look at the first features available soon to NEXT advisors. (pg. 12); Advisor Profile: Mary Ann Pierce: Her story of growth, mentorship and being a woman in financial services. (pg. 14); Upcoming Webcasts and Training: Check out the abundant opportunities for learning and growth in April. (pg. 18)
the Edge – Nov/Dec 2019
Western International Securities Atria’s anticipated acquisition will expand our industry-leading offering with a turnkey branch solution and expanded capabilities. (pg. 3); Advisor Profile For James Slaughter of Sierra Ridge Wealth Management, success means making a difference both personally and professionally. (pg. 5); The NEXT GetConnected Microsite Launching soon, this microsite will keep you informed about the valuable tools we are creating for your practice. (pg. 9)
the Edge – Sep/Oct 2019
Welcome to the Edge With an emphasis on advisor growth, this bi-monthly publication will provide ideas, inspire you and keep you up to date. Each issue’s dynamic content will help you hone your practice and stay ahead of industry change. (pg. 3); The Largest Wealth Transfer in History. Are You Ready? If you’re an advisor who wants to grow your practice, this is your greatest opportunity. (pg. 4); Getting to Know… A Q&A with Eugene Elias, Jr., Chief Operating Officer and Founding Partner of Atria Wealth Solutions. (pg. 5)
