A Biden Win to Bring Renewed Focus on Estate Planning for Advisor Growth

Nov 03, 2020

Six important takeaways for financial advisors should Joe Biden become the 46th president of the United States.

Government Employees Are an Overlooked Client Niche

Oct 29, 2020

They may not think of themselves as wealthy, but government employees can often approach their financial planning as if they are, thanks to an attractive collection of benefits.

This Election Season, Focus on the Long Term

Oct 26, 2020

Helping clients understand the benefit of a long-term perspective is critical to effectively navigating volatile periods of time.

Making a Good First Impression in a Digital World

Oct 22, 2020

This checklist will ensure you are putting your best self forward over video.

Wealthies Circle Podcast: Cetera's 401(k) Fee-for-Service Advice Program

Oct 22, 2020

Cetera's Jon Anderson and Summit's Kaci Skidgel discuss how the firm's new 401(k) Fee-for-Service Advice Program enhances the client-advisor relationship.

Developing New Clients Remotely

Oct 17, 2020

It’s hard to develop a strong personal bond with a prospect over videoconferencing.

It’s True, More Investors Are Looking for Financial Advisors

Oct 15, 2020

The College for Financial Planning released a small study indicating advisors have grown their client base during the pandemic.

Transparency with Diana B.: Life in a Wheelchair

Oct 14, 2020

Many children with disabilities have a difficult time. But advisor Jonathan Greeson, who has spinal muscular atrophy, says he struggled more as an adult, when you’re expected to function more independently.

Dialoguing Across Difference

Oct 14, 2020

Embrace difference as an opportunity and invitation to learn, grow and develop.

What Happens to Your Clients if the Affordable Care Act Goes Down?

Oct 14, 2020

It’s difficult to overstate the impact of the ACA on the American health care system.