If you or your client(s) are feeling similar to how I was – unsure of your current career or career path, here are three things that helped me during my decision-making process.
When you go to the doctor, you explain what feels wrong or share your symptoms for them to diagnose the problem. The same is true for our business as financial advisors.
Advisors are slow to embrace digital transformation, despite investing more than other segments. So, unless they quickly embrace change, hard-won progress could stall.
It’s natural for clients to worry about the security of their investments when the market reacts to surprising bad news – but we advisors needn’t wait for dire headlines to address portfolio risk with clients.
Property/casualty insurers had one of their worst years in 2022 as runaway inflation, shortages and higher prices drove up claim costs. As we look at the year ahead, insurers must not overlook the impact of the turbulent economic environment on consumer behaviors.
I have found that having a transparent financial planning process helps clients shake-off those first meeting jitters and helps us focus on finding ways to improve their financial well-being.
By identifying key collaborative client and advisor traits, being active in your community, and constantly looking for new prospects, you’ll be able to regularly and authentically grow your business while making a positive impact.
It hasn’t escaped notice for many financial planners that Indexed Universal Life (IUL) policies are making a marketing comeback, albeit one that resembles a plague of locusts.
A pair of California court rulings means insurers must be diligent in complying with lapse protection statues before terminating policies for nonpayment.
As the end of the year approaches, it’s easy for our clients to become distracted by the events of the last year rather than looking ahead to the possibilities the new year could bring.