Apr 12, 2018

Elite teams are distinguished by their constant state of self-improvement.

Financial Advisors More Stressed Than National Norm

Apr 12, 2018

Financial advisors are more stressed than other professions, nearly a quarter of advisors moved in the past five years and Stan Lee may be the victim of elder abuse.

Jon Acuff on How to Finish What You Start (Including That Book You Want to Write)

Apr 11, 2018

Brad Johnson talks to bestselling author Jon Acuff about his new book, “Finish: Give Yourself the Gift of Done” in the Elite Advisor Podcast.

Michael Kitces’ #FASuccess Podcast: Elliot Weissbluth on the Future of the Broker/Dealer Model

Apr 10, 2018

Michael Kitces and HighTower Advisors’ Elliot Weissbluth dive deep into the firm’s service model and data platform.

Retired Wells Fargo Wealth Chief Defends the Firm

Apr 10, 2018

David Carroll comes to Wells Fargo’s defense, Texas advisors accused of running a Ponzi scheme and Buckhead Investment Partners rebrands.

Advisors’ Use of Fixed Planning Fees on the Rise

Apr 09, 2018

A fixed fee for financial planning can offset variability in asset-based fees in a down market and reinforce the value of financial planning for the client, according to a new Cerulli report.

Four Facebook Advertising Lessons for Advisors

Apr 09, 2018

The social network is a great platform to reach retirement-ready, aged 50-plus prospects in your market.