Recent Articles
Artificial intelligence tools - like OpenAI’s ChatGPT and Google’s NotebookLM - will increasingly impact the way...
Are you finding leads online? Are you building trust with your clients and prospects on the platforms where they’re...
The election is almost here, and it could have a BIG impact on our clients and their retirement assets. Will the Trump...
As we approach a pivotal election, financial advisors must remain vigilant about the legislative risks that could...
September brings autumn temperatures, back-to-school vibes, and the return of the pumpkin spice latte. But September...
It’s Legislative Risk Awareness Month, and today I want to share one of the clearest examples of Legislative Risk many...
September, it seems, is a month designated for celebrations and observations.
In an era where digital transformation is not just a trend but a necessity, financial advisors find themselves at a...
Pop Quiz: What’s a big risk of retirement that doesn’t matter much while you’re saving… but can matter a LOT once...
When you and your clients think about annuities, what comes to mind?