The train has left the station. The cat is out of the bag. Choose whatever expression you want – but whether the DOL rule is delayed, modified or killed, a more educated general public will demand that you act in their best interests.
Incorporating a multigenerational strategy is one way to help your firm grow. Let’s look at 3 different approaches, each requiring varying levels of commitment and change.
If you’re an advisor who (unintentionally) lets your business run you, rather than the other way around, there’s hope. Today, I’m sharing a chapter from Julie Littlechild’s new book, The Pursuit of Absolute Engagement.
In our recent survey of high-net-worth and penta-millionaire investors, the questions focused on their perceptions of goals-based investing. The results might have you reconsidering your New Year’s resolutions.
You can’t build a strong relationship with your clients by meeting them once a year. Maybe you can take a page out of my advisor’s playbook.
The problem with any list of New Year’s resolutions is just that – it’s a list. What if, instead, you implemented a program around one goal, created accountability and made it a part of your daily life? I have a few ideas to get you started.
In our last post, we started a countdown of the top posts of 2016 – and I suggested enjoying them over some cocoa. What the heck… today, let’s break out […]
We know that many of you take time during the holidays to catch up on reading that you may have missed during the year. This week and next, we’ll be highlighting the top 10 posts from 2016 (countdown style).
I know there are still skeptics out there, wondering why you should bother with millennials. If you need convincing, here’s why 3 advisors are expanding their client bases.
There are only 55 business days between the presidential inauguration and the implementation of the DOL Rule. Chances are good that the law will survive in some form, so you should plan for it – and avoid getting tripped up by fallacies about the rule.