Practice Management
Fiduciary Standard for All CFP® Professionals—A Half-Century Journey (Journal Article)
This article appeared in the March 2019 Journal of Financial Service Professionals.
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Practice Management
Program Overview In the midst of our ever-changing industry, distractions abound. Whether it’s uncertainty about the political and economic climate, new regulations, or client expectations, distractions can rob you of your valuable time, energy, and emotion. They can easily derail you from performing at your best and building the business you want. Combining his experience [...]
Practice Management
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 [...]
Life Insurance & Annuities
This article appeared in the January 2021 Journal of Financial Service Professionals.
Practice Management
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 [...]
Practice Management
In the Client’s Best Interest: Regulatory and Ethical Concerns (Journal Article)
This article appeared in the March 2020 Journal of Financial Service Professionals.
Life Insurance & Annuities
In the Client’s Best Interest: Regulatory and Ethical Concerns (goAudio)
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 [...]
Life Insurance & Annuities
This article appeared in the September 2019 Journal of Financial Service Professionals.