A desire for peace of mind is often what leads clients to seek a financial advisor. Inclement weather often presents a challenge to this peace, bringing potential harm to personal and financial wellbeing.
Advances in technology are producing better data, which leads to faster, more accurate and less invasive underwriting.
The new year presents new opportunities to provide premier client service and to connect with fellow financial professionals across the globe.
All too often, advisors haven’t adequately addressed their own retirement. As the expression goes, the cobbler’s children often have no shoes.
The work of a financial advisor takes a great deal of patience and curiosity. To create the most effective financial plan, it’s important to learn as much as you can about your client’s finances and life goals.
By reviewing your accomplishments, researching compensation data, and mentally preparing, you can walk into your meeting with confidence, ready to map out the next steps in your career.
We, as financial advisors, see a common dilemma among clients: despite disciplined saving and careful planning, we often hesitate when it’s time to spend on the very experiences they’ve been working toward.
By Curtis V. Cloke When presenting a concern to a doctor, they typically ask questions to better understand symptoms and…
By Steve Oniya “An investment in knowledge pays the best interest.” — Benjamin Franklin The OM Investments’ Achieving Life and…
As every senior citizen in the U.S. knows, Medicare is one of the most important facets of life for retired Americans.
Recent increases in market interest rates are leading some banks to consider surrendering their bank-owned life insurance to reinvest the proceeds (net of a tax charge) in a new BOLI policy with a higher yield.
Becoming a financial advisor can be challenging, even with a wealth of resources available.
When the market drops by 5%, 10%, or even 20%, the natural instinct for many investors is to reduce risk, not increase it. This reaction, while understandable, can be detrimental to long-term financial success.
By Irene Stolte Clients from different generations and upbringings walk through my office doors every day. Some days, I meet…
Despite its numerous benefits, the Roth IRA comes with specific rules that can be confusing and are often interpreted incorrectly.
Once you’ve got the knowledge and presentation skills down and are ready to take those skills to the next level, you need to determine how you best teach.
By Jack Heintzelman As a financial planner, you’ve already achieved significant milestones. You hold licenses, designations, and possess years of…
The ability to create content that resonates with your audience is crucial for any business looking to increase visibility and drive growth.
The Medical Debt Cancellation Act seeks to alleviate financial stress for Americans burdened by health care expenses.
As you embark on your well-deserved retirement journey, it’s crucial to safeguard your hard-earned savings from potential threats, including financial fraud.
