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How to Close High-Net-Worth Prospects Without Changing Your Process
Published on November 5, 2026
A playbook for closing big clients without scrambling the night before.
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Other news
Osaic Hires New Head of Employee Channel, CMO
November 5, 2026
Osaic brought in Tom Metzger from Citizens to lead its W-2 channel and Manish Shrivastava as CMO, continuing a wave of executive turnover at the firm this year.
Q&A: $4.5B Kintra Wealth CEO Talks Recruitment Push Seeking Team Players
November 5, 2026
The former Commonwealth advisor teams have begun a recruiting drive that CEO Andy Harris says will also help shape how Kintra Wealth operates.