INSIGHTS
News, Articles and Financial UpdatesBuilding a Strong Succession Plan is a Marathon, Not a Sprint
The oldest and most prestigious road race in America – the Boston Marathon – is a bucket list race for runners. Between its grueling Heartbreak...
The Financial Planning Trends to Leverage in 2021 and Beyond
The year 2020 has been all about resilience. While advisors know to expect levels of volatility within the market, the ways in which we conduct...
How The COVID-19 Pandemic Is Changing Priorities When It Comes To Financial Planning
More than six months into the worst pandemic in over 100 years, it goes without saying that the COVID-19 crisis has upended life for nearly...
Providing The Best Financial Guidance For An Underserved Client Segment: Those Already In Retirement
It’s that wonderful time of year again – and we don’t just mean the fall weather, beautiful foliage, and pumpkin spice lattes. October is...
How to Secure Your Remote Work Environment
During the onset of COVID-19, many advisors began working from home. This was a temporary solution to protect themselves and others – but for...
The Sales Funnel and Your Advisory Business
When it comes to making marketing decisions for your advisory business, it is best to start by referring to the sales funnel. The sales funnel is...
To Sell or Not to Sell Your Advisory Business
One of the hardest decisions a financial advisor will make is whether or not to sell their business. After years of hard work, building lasting...
How to Look Like a Pro When Using Video
Posting original video content is a great way to create a robust online presence and engage with current and potential clients but delving into...
Reopening Your “New Normal” Office
As of recent, more states across the country plan to lift stay-at-home orders and reopen non-essential businesses. Many states are reopening in...
Charity Spotlight: Belinda Petshow / Oregon Lions Sight and Hearing Foundation
An Eye-Opening Moment Inspires a Life-Long CommitmentBelinda Petshow, an independent financial advisor since 2008 and founder of...