The Pursuit of Best Interest Advice Requires a Best Interest Process

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 [...]
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Seven Ways the Right Mastermind Group Can Dramatically Boost Your Advisory Business

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:

  • It must be friendly
  • It must be growth-oriented
  • It must be willing to share [...]
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7 Ways a Mastermind Group Can Grow Your Advisory Business

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.

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Effortlessly Build a Tax Practice in Less than 1 Year

The most successful advisors are always thinking about growth.

As a business owner, growth can be divided into two primary categories:

  • Find new prospects to whom you can sell your existing services, or
  • Expand your services and sell more to your existing clients.
  • You can accomplish both at the same time, without adding a lot [...]
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    Comprehensive Planners & Transactional Advisors

    The balance between simplicity and sophistication

    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 [...]
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