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Summary: I was talking with an advisor last week about how to get into conversations about what he does. He was relaying the story of going jogging with a friend who could be a good client but is, more importantly, connected to a large network of people who fit this advisors ideal client description.
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Summary: Young digital-first firms hoping to revolutionize the way advisers manage client finances and build their wealth claim they have run into resistance from major banks opposed to sharing financial data.
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Summary; As an estate planning national practice development expert, I’m frequently asked “How much should I spend on marketing?” It’s a very good question.
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Summary: The fiduciary standard is an important part of every advisor’s practice, regardless of what the final draft of the Department of Labor’s proposed regulation states, or when it goes into effect.
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Summary: Over the course of my career, I learned that if I didn't define myself, then I was defined by what others said about me. Life insurance advisers distinguish themselves as advisers by first defining their role and responsibilities on the planning team.
