Summer is often a missed opportunity for many students. While many peers will use the summer break as an opportunity to take a road trip or visit family, the summer is an important period for serious students to get ahead on their studies and qualifications for financial planning work.
Paul Feldman
Your preferred financial news source is always talking about the next wave sweeping over the financial advisory profession. That’s with good reason, technology has made access to different ways of doing business much more possible in the 2010s and 2020s than they ever were before.
The realization that most Americans aren’t ready for retirement has caused many states across our country to take initiative to help increase retirement plan access and savings by implementing state-run programs.
By adopting best practices now and having an open mind to the future, advisors can ensure that their post-COVID work policies contribute to a productive, fair and growth-oriented office culture.
Women in Insurance and Finance
In this rapidly diversifying country, the insurance and financial services industries are trying to catch up and diversify in advisors and clientele. Women are growing in percentage of agents and advisors, but progress has been slow. In this webinar, we will discuss the challenges women face in doing business in what has been a male-dominated business.
Having good rapport with prospective clients is often deemed more important than educating them. A lot of bright and talented young people I meet and speak with today are passionate about serving clients. Many of them also worry that being introverted or quiet will disqualify them from fulfilling that mission.
One Year Later: The Ones Who Prospered
The pandemic showed a new way of doing business. Read the stories of those who thrived while the world hit pause.
When Closing Down Means Opening Up
Imagine going back to early March of last year and talking to the 2020 you about the year you were about to have.
Insurance Coalition Targets Life Coverage Gap
A seven-association group says the industry should take advantage of heightened mortality awareness.
Planners spend their days meeting with clients, working on plans, educating themselves, keeping up with responses to calls and emails, marketing, and trying to find moments to gather their thoughts. The to-do list can feel overwhelming and unapproachable. But, it is possible to organize these tasks and take back control of your time.
Closing the Gap and Protecting Families
On Feb. 3, LL Global (LIMRA and LOMA) David Levenson and Finseca CEO Marc Cadin will discuss why these associations have joined together at this pivotal moment to help resolve this crisis.
You did your due diligence, asked the right questions during the interview, and took the job. However, now that you are in the role, something seems wrong, and you are trying to pinpoint the problem. Have you ever experienced this or know someone who has?
Are you truly committed to serving your clients for the long run? You may care deeply about your clients and their financial interests, but if you don’t have a great relationship with their spouses or adult children, how can you assure their financial interests will survive well into the future?
What The Most Successful Advisors Know
One of the hardest transitions for insurance agents and financial advisors is that leap from good to great. Advisors stuck on the plateau of good might try working harder and smarter, but they still struggle to scale their practice.
Get Off The Shame Cycle And Back On Your Resolutions
How are those New Year’s resolutions going? If they are already a distant memory, here is how to restart.
The Giving Go-Round
Rarely has a year dawned with such trepidation and hope. The end to the COVID-19 crisis is within view. Or more accurately, we can see the beginning of the end to this crisis.
Not all business is good business. Many advisors take whichever clients come their way at the start of their careers, only to find themselves saddled with exhausting clients and juggling infeasible requests a few years later. These situations threaten to demoralize advisors.
The Year In Annuities: 2020 Hindsight With Sheryl Moore
With 2020 winding down, we are taking some time with Sheryl Moore, the president and CEO of Moore Market Intelligence and Wink Inc., to review some of the year’s highlights.
Time For Heroes
The class had already gathered when the teacher, Ransom Stoddard, entered the room jammed with Latino kids, immigrants, and white and Black farmhands.
In stressful times it is important we as advisors are prepared to properly show up for our clients. Three ways we can prepare are as follows: arming ourselves with information, understanding the history of our business and its intricacies, and taking care of our own needs.
