Recent Articles
Growing your practice requires generating leads, and for many advisors that means live prospecting events. But as...
In a way, taxes are the final frontier of retirement planning. As an industry, financial advisors have helped U.S....
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As Elliot Masie said, "We need to bring learning to people instead of people to learning." That's exactly what we did...
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Unless you’ve been living in a cave, you know there’s a big election coming this November. (And even if you’ve been...
Good financial advisors spend a good deal of their time helping clients understand - and address - the risks coming...
On Saturday, two dozen 3-year-old thoroughbreds will trot to the starting gate for the 150th running of the Kentucky...
As financial professionals, one of our responsibilities is to “inflate the balloon of urgency” – motivate clients to...
“How long does my money have to last?” Every financial advisor has been asked this question. In fact, it’s one of the...
Reading over the Congressional Budget Office (CBO) report on FY2023 revenue and spending, I couldn’t help but think of...
If you’re in the financial services business, it’s impossible to avoid people asking about Dave Ramsey. Dave Ramsey is...