Matthew McConaughey rehearsal
Taking the Stage: Why Advisors Should Practice Like Entertainers
Oct 04, 2018
Use old-fashioned role-playing to prepare for client meetings.
web video
Ten Essentials of Stellar Financial Advisor Websites
Oct 04, 2018
Websites are to be scanned, not read. This is why clarity and simplicity are paramount.
pro athlete financial advisors
Chris Dudley, Wayne Chrebet, Jim Everett: 12 Pro Athletes Who Became Financial Advisors
Oct 03, 2018
Not all stories about professional athletes and finance are negative.
businessman hands folded
Four Tips for Building Trust in an Uncertain World
Oct 02, 2018
Earning trust is not a one-time deal. Here’s how to keep clients trusting you throughout your relationship with them.
Jennifer Goldman
Michael Kitces’ #FASuccess Podcast: Jennifer Goldman on Why It’s Important to Implement Standardized Workflows and Processes
Oct 02, 2018
Jennifer Goldman explains to Michael Kitces why financial advisory firms need to formally adopt standardized processes and procedures if for no other reason than it allows firm leaders to take a vacation.
LPL financial sign
LPL’s Latest Training Program to Support Next Gen Talent
Oct 01, 2018
The Independent Advisor Institute, as it’s called, held a pilot earlier this year, with 20 managing advisor/associate advisor pairs.
dollar signs us map
The 10 Most Financially Savvy States
Oct 01, 2018
The list here may serve as a valuable prospecting tool for advisors.
Renaud Laplanche LendingClub
LendingClub Sub Failed to Meet Fiduciary Duty, SEC Says
Sep 28, 2018
The marketplace lender’s asset management division must pay over $4.2 million; its co-founder and former CEO is barred from the industry.
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