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InvestmentNews: Jim Cahn Featured in “‘Bogged Down’ Advisors Just Want to Have Fun (Again)”
Wealth Enhancement Newsroom · February 12, 2025
Jim Cahn, Chair of the Investment Committee and Chief Strategy Officer at Wealth Enhancement was featured by InvestmentNews in “‘Bogged Down’ Advisors Just Want to Have Fun (Again).
“The other big trend we’re seeing is a shift from client acquisition as a relationship-based activity,” he said. “It used to be that advisors would go out to the golf club or hang out with their kids at their soccer games, and they would pick up clients that way. We’re seeing that that’s a lot harder to do.”
Access the full article authored by Leo Almazora here.
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