In an effort to stay connected with its communities, clients and prospects, these firms developed out-of-the-box solutions to connect, engage, educate and have some fun.
The well-known financial literacy guru's controversial comments at a recent virtual conference highlight how the majority-centric baby boomer mindset for financial planning no longer works.
With many advisors rightfully wary of anything that resembles "selling," why risk going out on a limb to push such plans, particularly if they aren't a central aspect of your practice?
