Financial planning has evolved far beyond product sales. Today, clients expect holistic advice, transparency, and a relationship built on trust. Advisors, in turn, want stability,
At The Pelora Group, we believe in recognizing and celebrating the dedication, expertise, and leadership of our advisors. The 2024 Annual Awards Celebration was an
Check In on your Current Wealth Management Support Health The partnership with your local wealth management team can impact your compensation, your client’s experience, and
Grow your team with Confidence. When you’re ready to invite a new associate advisor or support staff onto your team, you want to approach the
Remove the stress and guesswork around providing great client experience. A Client Experience Model identifies the level of service, and the specific touchpoints included, for
CHARLOTTE, N.C. – April 25, 2024 – The Pelora Group has promoted Audrey Averill to president and chief operating officer. Timothy C. Flanagan, Jr., CLU,
