Program Overview Join noted author Grant Hicks, CIM, of Advisor Practice Management, in an informative session for all financial advisors and professionals looking to build on their processes to acquire more ideal clients, deliver more value, and increase capacity in the practice. Grant, who is a judge on the Wealth Professional Awards and coaches elite [...]
This article appeared in the January 2021 Journal of Financial Service Professionals.
This webinar will focus on how financial advisors can stand out from the crowd and offer value to their clients through retainer-based planning. One of the biggest challenges advisors face is selling themselves to new clients. Many firms won’t branch out to nontraditional models out of fear of losing the game. However, in order to [...]
Life Insurance & Annuities
What do New York, Massachusetts, New Jersey, and California have in common? Politically, they’re typically “blue states.” In financial services, they account for 25 percent of insurance premiums in the United States. These are also the states having already adopted (New York and New Jersey) or are likely next in line to adopt laws requiring [...]
This article appeared in the September 2019 Journal of Financial Service Professionals.
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This article appeared in the March 2020 Journal of Financial Service Professionals.