Recent Articles
So, you’ve set up lead scoring in your CRM and have a prioritized list of prospects. Now what? The next step is...
Is a Roth Conversion really worth it? It's a question I encounter almost daily—whether on the internet, on YouTube, in...
The voters have spoken, and we’ve elected a new President and Congress.
“An investment in knowledge pays the best interest.” – Benjamin Franklin In retirement income planning, continuous...
We’re now less than two weeks away from the election. Which means… You have two weeks to leverage America's attention...
If you’re a financial advisor aiming to grow your practice, you’ve likely come across the term "lead scoring." But what...
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...