Monthly Archives: May 2020

Tip of the Week

Adjusting to Widowhood: What Financial Service Professionals Need to Know A number of studies indicate that women prefer the consultative and conversational approach to advising. This traumatic life transition gives advisors opportunities to branch into life planning. The truth is that there are many things on a widow’s mind other than investments and income generation […]

Tip of the Week

Fee-Only Advisors and Insurance Agents – Perfect Together Professional relationships between fee-only CFP®s and commission-based insurance producers offer mutually beneficial opportunities, added value that extends to their clients. A successful career in the insurance business can be very lucrative, but success often depends on the agent’s ability to develop “centers of influence”, people willing to personally […]

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