B & A Financial Group
HollisWealth, Industrial Alliance Securities
Having added 12 new clients during 2017, Philip Boland now has 150 on his books. It’s a healthy number, but one he wants to increase in the year ahead. To facilitate that, he plans to add more members to his team at B & A Financial Group. Those clients will likely be assigned to fee-based accounts, he says, in tune with the direction the advisory business is turning. Recognized as one of the top performers at HollisWealth in 2017, Boland also plans to further integrate smart technology into the client experience to enhance the capabilities of B & A Financial Group.