Recent

Nov. 13, 2023

Flexible Plan: The 400-Pound Gorilla

The gorilla is walking through the room. And it's right where we would expect it to be if we could focus. Where else would we expect a rally to resume if not in the pit of a decline? And why can’t advisors or clients focus?

Nov. 13, 2023

Brookstone: Succession Planning for Financial Advisors

Succession planning is an important strategy for financial advisors, ensuring a smooth and secure transition" for their businesses in the future. It goes beyond simply passing the torch and creates a roadmap for continuity and client trust.

Nov. 13, 2023

USA Financial: 5 Live Events Big as Ever

Many individuals think that live events are not successful the way they have been in the past, or that the options have been dramatically limited. The opposite is actually true.

Nov. 7, 2023

Buckingham: Are You Staying Ahead Of The Curve?

More and more clients are looking for simplicity and advice. The result is a significant gap between the current services offered and what clients are seeking and advisors having to justify their fees to retain clients.