As you continue to build relationships with clients, they can then refer you to other people within their network. There is nothing more powerful than client testimonials to show prospects that your work is effective and helps others achieve their financial goals.
For many business owners and CFOs, employee benefits can be a challenge that they don’t have the time or in-depth knowledge to handle. This is where teams like ours comes in.
By Brad McMillan The first estimate of national economic growth, the gross domestic product (GDP), came in this morning at…
In today’s world of high inflation and multi-trillion-dollar budget deficit, many believe the U.S. government has spent too much to bring the economy out of the COVID-19 recession.
Interest rates impact the assets that insurance companies hold on their balance sheets as well as the math behind many popular advanced sales concepts.
As financial advisors, we know that nothing in this industry is guaranteed. However, we do understand the certainty of market uncertainty.
Managing 401(k) and other retirement plans allows you to own the entire financial relationship with your business owner clients and are a great additional revenue stream, since participants are adding money consistently with each paycheck.
The historic spike in mortgage rates instigated chatter across the country that the housing market is a bubble that will soon pop.
Teachers can use an online stock market game to educate youth on how to start investing in one of the best income-producing assets and prepare them to build a solid financial foundation.
We cannot be everything to everyone. That’s an impossible feat, and it doesn’t serve ourselves or others well. Our aim shouldn’t be to try to mirror someone else – they’re already taken, and the world needs you.
With its asset purchase programs fully winding down last week (the Fed was buying $120 billion a month of U.S. Treasury and mortgage securities), the Fed has signaled that it is ready to take the next step towards policy normalization.
According to the Energy Information Administration, the price of conventional gasoline has risen 57 percent in the past year, and consumers are feeling the squeeze.
According to a 2020 MDRT study, 85% of Americans would be more likely to trust recommendations from human advisors who demonstrate emotional intelligence, or EQ.
Global stock markets are selling off hard after Russian military forces attacked a broad range of targets across Ukraine Thursday night while Russian President Putin vowed to replace Ukraine’s government. What does it all mean for stocks and the economy?
We’re often overloaded with clients, which makes it difficult to cultivate strong, personal relationships with each one. When you have less time to meet with each client, there isn’t much room to build those deeper connections.
Three hot topics at once. Talk about efficiency! Beyond efficiency, though, I do think there is a fairly deep connection here—and one that is worth talking about right now.
It’s part of the mandated job of the U.S. Federal Reserve to prevent inflation from getting out of hand – and lowering it back to its preferred pace of about 2%. To do that, the Fed has signaled it plans to raise interest rates several times this year.
The Super Bowl Indicator suggests stocks rise or fall for the full year depending on which conference wins the big game. Check out this LPL Financial explainer for a breakdown of the data.
Why are some people either for or against whole life insurance? It’s not a religion. It’s not something you believe in or don’t.
The punishment for not acting as a fiduciary when you should have done so is potentially catastrophic to your practice and your net worth.
