
6 Smartest Things We Heard at the Women Advisors Forum Boston
Here are 6 smart things we heard.

1. Create 21 Touchpoints a Year

2. Use Parental Introductions

3. Watch Long-Term Care Pricing

4. Be Smarter About Revenue Growth

5. Video Tip

Matt Schlueter, executive vice president of operations and technology solutions, spoke to Financial Planning about how tech stack flexibility and integration keep such a large organization running.
Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.
Also this week, Raymond James recruits from Morgan Stanley, and Mercer Advisors and EP Wealth Advisors make big M&A deals.
As Donald Trump's policies rattle the economy, partisan identities are driving investors toward very different outlooks on the stock market.
The LPL CEO says Commonwealth advisors have almost nothing to lose and much to gain by joining a firm whose headcount is fast approaching 29,000. (Plus, experts say he'll be writing big checks.)
As markets react to the tariffs, financial advisors are considering the short- and long-term impacts.