A New Customer Experience Model in Financial Services

Private equity-backed hybrid RIA Trilogy Financial Services has hired a new top advisor recruiter.

The $4.3bn wealth manager has brought aboard Jason Inglis to serve as its chief development officer. Inglis, who started working at Irvine, Calif.-based Trilogy on Monday, will report to chief executive Jeff Motske.

‘They’re already successful and growing,’ Inglis said of Trilogy. ‘The thought is that I can come in and really help us speed up a little bit. It’s not a monumental lift. It really is being part of a team and really being in a position to compete. There’s a lot of private equity in there, there’s a lot of advisor movement, and you need scale to compete.’  Read More.

It’s never too early to begin discussing the concept of money and personal finances with your children. In fact, some financial experts suggest these conversations should begin during elementary school.

For parents who missed that boat (and you’re not alone if that’s you), all is not lost. It’s even more critical to sit your child down and talk about effective personal finance management as he or she is preparing to leave the nest for college, a time in life when they’ll be faced with credit card offers; signing onto student loans, and, in many cases, living on their own for the first time.

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