What it means to excel as a trusted financial advisor
Financial advisors should always keep in mind that pumping their sales is not the ultimate goal. It always feels good to be a winner when it comes to sales and...Read More
A list of core beliefs every financial advisor must have.
1. The financial advisor must believe in being the go-to financial advisor of choice amongst the affluent in the community by staying on the top of all important matters, by...Read More
How to adjust your client’s investment goals and risk tolerance for an ideal portfolio
Risk in itself is neither good nor bad, but it is extremely important that you understand what risk and how much of it you are taking. As advisors are adopting...Read More
Why a Well-Constructed “Elevator Speech” Is More Important Than You Think
With the start of the summer, many advisors are looking for ways to jump start their business for the second half of the year. The easiest way to end the...Read More
How 401kFO Software Helps Improve Diversification As Required By 404(c)
Recall that a good Investment Menu under 404(c) is the one that helps “minimize risk of the overall portfolio and minimize risk of large losses”. According to Modern Portfolio Theory...Read More
Read about Prospects of Wealth 2.0 in “The Latest In Financial Advisor #FinTech for July 2018”
The latest article by renowned advisor expert Michael Kitces on FinTech trends titled The Latest In Financial Advisor #FinTech for the month of July 2018, talks about the latest 2-in-1 tool...Read More