0 visitor like this article | Viewed 2587 times | 0 comment
Summary: Financial advisers temporarily pulled back from client prospecting in the immediate wake of the COVID-19 pandemic, but as businesses start to reopen, the advice industry appears to be discovering a new path toward new business.
0 visitor like this article | Viewed 2598 times | 0 comment
Summary: Our newly independent practice turned the challenging shift to virtual events into charity for a good cause, a great time together with existing and prospective clients preparing delicious food from one of our favorite local restaurants.
0 visitor like this article | Viewed 2570 times | 0 comment
Summary: How can advisors prioritize a work-life balance when things feel out of balance? These tips may help you take care of yourself so you can continue to take care of your clients, business, and staff.
0 visitor like this article | Viewed 2611 times | 0 comment
Summary: One surprise in our most recent Financial Planning Tech Survey was offset by another: Advisors' use of financial planning technology has dropped, according to the latest data. But some formerly fringe tools are getting more widespread adoption.
0 visitor like this article | Viewed 2678 times | 0 comment
Summary: My humble beginnings growing up on a farm near Tekamah, Neb., gave me many gifts, the biggest being the gifts of perspective and work ethic. As I release my fifth book, Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future,
