Many leadership teams encourage employees to be more consultative. But without structural support, that guidance can feel aspirational.

Investor discomfort in handling financial issues is one of the most common reasons that they hire a financial advisor, according to recent research from our team. It’s not just about increasing ...

Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of experience. In an increasingly crowded advisory marketplace, sustainable growth ...

Exchange-traded funds (ETFs) have been surging in popularity, with global assets under management (AUM) growing a record 27% in 2024 to reach $14.6 trillion. Despite this boom, many of your clients ...

The legal profession rewards endurance, precision and control. It also quietly normalizes stress, isolation and overextension ...

Context: Markets have experienced volatility recently, and clients are concerned about their portfolios. I need to communicat ...

Cash is an important part of a diversified investment portfolio. While not a primary driver of long-term growth, it can serve as a safety net for unexpected expenses and potential market downturns.

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...

I have helped my clients navigate numerous financial challenges in the decades I have been a financial advisor—from unexpected expenses to loss of income to market corrections. Perhaps the most ...

Research shows that three in four (75%) senior accountants describe tax season as "somewhat" or "extremely" stressful. It doesn't need to be this way. Processing Content We have worked with over 1,000 ...

For over 20 years, I’ve assisted clients in navigating market fluctuations, tax changes and life transitions. Recently, I’ve encountered a new challenge: helping clients who don’t have a trusted ...

Clients are interested in long-term care solutions, but they often are not ready to make the jump from interest to planning. So advisors must help them to take that leap. Steve Cain, director of sales ...