As Q4 gets underway, it often feels like time is on fast-forward between now and year-end. To make sure you stay ahead of any holiday deadlines,...
Written by: Robert D. Bordett, CFP®, CDFA® Many seniors, regardless of their income bracket, are at risk as people over age 50 control over 70% of the...
As a financial advisor, your focus is split between delivering for your clients, running your business and managing your team. So, who has time for social...
Written by: Robert D. Bordett, CFP®, CDFA® Advisors, perhaps you’ve heard about the phenomenon known as the “grey divorce” and are wondering what it’s all about...
Written by: Grier L. Rubeling The RIA industry has grown quickly over the last few years. As general awareness of the industry has increased over time, so...
Written by: Scott D. Calhoun Recently, I represented an advisor who was taking over another advisor’s book of business. The transaction turned out to be more...
Do you remember your favorite coach from your younger years? Maybe they shouted loudly from the sidelines for you to stay on your toes, or maybe...
Written by: Robert D. Bordett, CFP®, CDFA® Divorce is dealing with hundreds of details, some more important than others. One detail that merits extra contemplation is...
If you’re an advisor with a growing practice, you’ve likely been involved in the hiring process at some point. I’ve helped many advisors like with you...
Written by: Grier L. Rubeling Broker Protocol is a touchy subject these days. Are they in? Are they out? There’s a lot of trepidation about the topic....
