Robert Sofia

Navigating The Ethical Landscape Of AI


By embracing AI ethically, we can strike a balance between innovation and responsibility.

5 Ways Advisors Are Losing Credibility Online


Some advisors are undermining their credibility online by using outdated marketing tactics.

Seven Ways Advisors Can Give Themselves A Raise


Adopting certain strategies can help financial advisors improve their bottom line in an era of shrinking compensation.

Implementing And Communicating A Minimum Account Size


How to let clients know what you are thinking about minimum account sizes.

Should You Institute A Minimum Account Size?

by Robert Sofia

Both models – minimum or not – can be equally effective, but first answer these questions to decide which choice is right for you.