Pittsburgh, PA – September 24, 2020 – Robert Fragasso, CEO of Fragasso Financial Advisers, has announced the launch a of a news series on LinkedIn discussing the opportunities and challenges for financial advisors in 2020.
In the series, Fragasso examines the current economic situation and the impact it is having on the investment industry. The series lays out the challenges faced by many advisors and identifies golden opportunities for advisors. Fragasso provides proven solutions for investment advisors to overcome the challenges in today’s financial climate.
This multi-part series is written for financial advisors navigating the current economic situation and new working situations. With COVID-19, advisors are now working remotely and must have proper technology and information security channels in place to do so. Fragasso provides solutions in his enlightening series shared on LinkedIn.
The series begins with a look at the current economic situation, the impact it is having on the investment industry, and how advisors can help clients understand our current economy. Fragasso identifies the various steps of the client experience that have been practiced for decades by the firm and describes why these steps are effective. Fragasso continues the series with an in-depth look at other key resources being made to advisors who wish to partner with the firm.
Fragasso is providing a golden opportunity for advisors facing challenging times. Rapid changes in the industry have brought about several challenges for many advisors, particularly sole practitioners, and partnership groups of 3 to 5 advisors. Those employed by large broker/dealers and wirehouses also face challenges as they are constantly subjected to compensation plan changes and reduced commissions.
Robert Fragasso has over four decades of experience in the investment management and financial planning fields. He became an independent advisor in 1972 and is now Founder, Chairman and CEO of Fragasso Financial Advisors. Fragasso has been recognized as a top advisor by Barron’s magazine for over a decade and received allocates from Forbes magazine, Investment News, Financial Advisor magazine and the Pittsburgh Business Times. He is now sharing his wealth of knowledge to financial advisors on LinkedIn and presenting the opportunity to associate with his firm by tapping into key resources, ultimately accelerating growth in an independent business model.
Investment advisory products and services offered through Fragasso Financial Advisors, a registered investment advisor.
About Fragasso Financial Advisors
Fragasso Financial Advisors, Inc. is an independent, employee-owned, primarily fee-based investment management and financial planning firm. The firm has $1.5 billion assets under management with over 1600 clients, 5 locations and 45 employees. Fragasso Financial Advisors serves individuals, institutions and non-profit organizations and offers services in wealth management, retirement plans, portfolio management, non-profit cooperate offerings and case studies.
For more information on the series, visit http://www.linkedin.com/in/robertfragasso
Company Name: Fragasso Financial Advisors
Contact Person: Marsha Posset
Email: Send Email
Address:610 Smithfield St., Suite 400
Country: United States