Put Client Service First; the Money Will Follow
By Angie HerbersAdvisors need to focus on helping their current clients. That will lead to better results and peace of mind for all parties.
May 28, 2019
A $2.1 Million Drug Price Record May Not Last LongOne important new gene therapy is here. Dozens are in the pipeline. They're very expensive.
May 28, 2019
How to Sell Fixed Annuities to Skeptical RetireesA marketing veteran addresses some of the most common questions you're likely to get .
May 28, 2019
Industry Officials Forecast DOL Fiduciary Rule's FutureLabor Secretary Alexander Acosta spills the fiduciary beans to Congress; the OCC plans its own fiduciary updates; and NAIFA-NY sues over fiduciary reg.
May 28, 2019
Having a Big Advisory Business and a Lifestyle Aren't Mutually ExclusiveSome advisors believe you must grow a business or have a life ... but both are possible.
May 28, 2019
If South Park Characters Applied for Life Insurance Policies...The series is coming to an end sometime this year. One of the many unanswered questions is: what's up with their insurance?
May 24, 2019
'Softer' Side of Planning More Important to Clients Than DocumentsLegacy planning can help advisors make connections to the next generation of wealth so that advisors maintain assets when clients pass.
Commentary