“Broadly, we’re more productive and getting more done,” explains Steven Glasgow, Executive Vice President/Wealth Management with Tower Circle Partners of Janney Montgomery Scott in Franklin, Tenn. But (and there’s always a ‘but’) it comes at a price, one that was concerning for the industry before COVID hit.
What is it and how is it effectively mitigated, and what’s working for Glasgow and his team in the brave new world moving forward? Importantly, what recent win for plan sponsors and participants is he the proudest of?
Our February Top Advisor By Participant Outcomes (TAPO) clues us in on all of it, and more.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
