10 Most Influential Advisors on Social Media: BrightScope
These advisors “are models of how to use social media to grow a successful advisory business and a personal brand in the marketplace,” says BrightScope.
Kicking the Credit Card Addiction
Advisor Jason Hull argues, through personal experience, that the standard financial and behavioral approaches to debt may be missing the mark.
How Much Do Your Clients Really Need to Work?
Financial advisor Jason Hull says knowing your client’s "retirement number" can help you free them from the hamster wheel of needless work.
Finke: What Do Annuity Buyers Want?
Annuities serve valuable purposes, but getting clients to recognize this is a challenge.
3 Common Retirement Mistakes
A quick check of a client’s investment accounts isn't going to answer the question of whether or not they have the appropriate mix of assets.