In early May 2019, Alexander Acosta, the Department of Labor Secretary, stated that the DOL is working with the SEC to resurrect the fiduciary rule. This is not a surprise to those of us who follow this ever-changing proposed legislation.
As advisors, we know a best interest standard is a good thing, but what does [...]
What exactly is a Mastermind Group, and why can it be beneficial to your practice? As a group of like-minded individuals who can exchange ideas and support each other’s plans, a Mastermind Group should have the following three attributes:
A Mastermind Group can be a powerful tool to help you network, learn, grow and create opportunities within your financial business.
Uncover the solutions by viewing our infographic and for a complete overview download the whitepaper below.
The most successful advisors are always thinking about growth.
As a business owner, growth can be divided into two primary categories:
You can accomplish both at the same time, without adding a lot [...]
Historically, the financial services industry has been divided into two camps: transactional advisors and comprehensive planners. To maximize the success we have with our clients, there are important lessons and traits we can adopt from each.Transactional advisors:
Transactional advisors act as specialists, helping their clients facilitate the purchase [...]