Monthly Archives: January 2021

Acquiring More Ideal Clients in 2021, Financial Advisors Will Need To Think Differently


Grant Hicks, CIM is President of Advisor Practice Management Financial advisors looking to acquire more ideal clients this year will have to think differently. here are a few ideas to help you think differently. The first things financial advisors will need is a list of potential opportunities. This can come from existing clients prospects centres […]

Tip of the Week

The Impact of Mortgage Term Selection on the Home Buyer’s Future Net Worth In the current real estate finance mortgage environment, the selection of the 15-year term mortgage compared to the 30-year mortgage may be a wise financial decision for many homebuyers and real estate investors.  Considering that the selection of a 15-year term mortgage […]

Building Ideal Family Opportunities


Grant Hicks, CIM is President of Advisor Practice Management Meeting strangers online during the pandemic is difficult to build trust. Working with existing family members who already work with you and trust you is easier than meeting cold prospects, or online marketing. Spend more time with your ideal clients and find out about their families. […]

Tip of the Week

Consumer Directed Health Plans Although consumer-directed health plans (CDHPs) (also called high-deductible health plans) have affected health care utilization, they have had limited success in altering enrollees’ behavior as consumers. By design, CDHPs lower cost by shifting some of the financial burden of health care costs to enrollees. The goal is to give enrollees the […]

Planning by Design for a Better Life


Anthony Bartlett, ChFC, CASL, AEP, RICP One thing in life that is certain is that change is inevitable. It’s essential to be prepared to handle whatever challenges arise. Being adaptable goes a long way toward addressing change and helps face life’s adversities no matter how serious they are. Being able to adapt is key to […]

Creating a Strategy During a Pandemic

Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA®  Welcome to 2021. We made it! And most of us are cautiously optimistic about what the new year will bring. But as we hope for things to get better, we’re still dealing with the spread of COVID, low-interest rates and a volatile political climate. If we learned anything […]

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