Jul 27, 2022

The firm is giving the business-building tools away for free to all advisors, with an eye toward building client communities around the platform.

Mindy Diamond on Independence: Communicating the 'Why' of a Move to Your Clients

Jul 21, 2022

A financial advisor’s move should be to improve client service—because it’s the clients who ultimately drive business growth and value. Here’s how to communicate “what’s in it for them” so they fully understand the positive impact the change can...

The Healthy Advisor Podcast: The Silver Lining With Danika Waddell

Jul 20, 2022

In 2020, advisor Danika Waddell found herself in some regulatory trouble, due to no fault of her own. It ultimately led her to start her own firm, and she’s never looked back.

Mindy Diamond on Independence: An Expert's Advice on Creating a Referral Engine

Jul 14, 2022

Bill Cates, President, Referral Coach International, shares his best tips to create your own referral process.

Five Benefits of a Firm Wellness Program

Jul 08, 2022

When you put the health and overall well-being of your workforce first, top-flight recruiting and all-important retention take care of themselves.

Dana Wilson on the Benefits of an Inclusive Workplace Culture

Jul 05, 2022

Dana Wilson explores the tangible benefits of an inclusive workplace culture.

Alex Alba on the Opportunities Presented Through Diversity

Jul 05, 2022

Alex Alba, financial advisor, Merit Financial Advisors, discusses his unique background and how diversity presents opportunities for the industry.

Celebrating Independence: Different Perspectives on How to Achieve Greater Freedom and Control

Jul 01, 2022

Independence in the wealth management industry is much like your local ice cream shop—there are many different flavors to choose from.

Mindy Diamond on Independence: Expert Advice for Non-Protocol Moves

Jun 30, 2022

While advisors successfully transition out of non-Protocol firms each day, doing so comes with added risks. Attorney David Gehn, whose expertise is in representing advisors in transition from Protocol and non-Protocol firms alike, explores the...

The Healthy Advisor: Closure at the Grave With Vance Barse

Jun 29, 2022

Advisor Vance Barse never had a relationship with his biological father and carried around a lot of emotional baggage as a result. But when his father passed away, he finally got the closure he needed. And that moment was life-changing.