How a defined process eases client concerns
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.
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The top 5 misconceptions about alternative investments
By Deshawn Peterson Alternative assets and private markets have gained popularity in recent years as investors seek to diversify their…
How investing in your community can enhance business
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.
The who, what, where, how and why of advisor mentorship
Mentorship is a two-way street between mentor and mentee.
Establishing trust with LGBTQIA+ clients
Navigating the legality of relationships is already an exhausting process for most queer folks, and the impact on their finances is no exception.
The pandemic and its aftermath don’t come with a historical playbook. We haven’t been here before.
Unpacking the IUL marketing plague
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.
Tips to wow clients and have a successful 2023
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.
Unleash the power of the metaverse
By Panos Leledakis You’ve heard of the metaverse, but do you know what it is? And, to take it one…
By Emma Cramm Daily, financial planners answer their clients’ heart-wrenching question: “Am I on track?” The answer requires quantitative data…
An experience that impacts carriers and colleagues, as well as clients, creates maximum growth.
Four tips to effective network as a financial planner
My biggest early-career mistake was not intentionally networking. Intentionally is a critical word in that sentence: effective networking requires deliberate action rather than hoping to meet people in passing.
Here are some fraudulent schemes that target insurance professionals and could compromise privileged information.
A proactive approach to inflationary rates
With the recent spike in interest rates by the Federal Reserve, Americans are feeling more pressure in their wallets as inflationary rates make waves across all industries.
Being a financial planner is one of the most rewarding careers. Not only do you get to make a positive difference in clients’ lives, but you are also often the first person they call with life-changing news.
Mythbusters: the impact investing edition
By Christopher Stroup Aligning your investments with your values almost seems too good to be true. Many ask, “What’s the…
The Fed has signaled that more interest rate hikes will likely be necessary to arrest the generationally high consumer price increases we’re currently experiencing.
A look at the bills currently in Congress that could impact your clients and your practice.
Your client could face some financial consequences if they fail to pay attention on when they take their first required minimum distribution.
