We curated dozens of books to come up with a selection that offers advisors a wealth of actionable best practices, tips to help you better serve clients and general wisdom to up your game
Laura LaTourette discusses the challenges she faced in building up a LGBTQ niche in her rural Georgia town, as well as figuring out how and when to come out of the closet to her own broker-dealer.
The good old days of charging 1% solely for a portfolio of mutual funds are officially over, and that's good news for the right type of advisor, says First Ascent Asset Management's Scott MacKillop.