Editor’s Pick

5 Ways Wholesalers Can Help Build Your Practice (and Your Career)

By Mark Petersen It’s no surprise wholesalers are important resources for your firm. And their role in your success can extend far beyond their ability to serve as effective product […]

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3 Reasons Alternative Investments May Be Your New Key to Success in Changing Times

For some, recent headlines have been unwelcome harbingers of changing tides in the advisory business, many of which are rooted in the DOL fiduciary rule. News has finally been trickling […]

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Finding your Field Guides: A Key to Entrepreneurial Success

Being an entrepreneur can be rife with challenges. It’s no wonder: you’re in the business of creation—of building something physical from an abstract idea. And no matter how innovative or […]

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7 Ways the Law Protects Seniors Who Sell Their Life Insurance Policies

I never get tired of sharing this fact: a life insurance policy is an asset. If a senior is not going to keep their life insurance policy—for whatever reason—they have […]

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Is It (Finally) Time to Go Independent?

Going independent. You’ve been thinking about it for years, but something has always stood in the way. The safety of a big organization. The familiarity with the people, technology, and […]

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Did the DOL Create a Buyer’s Market for Advisory Firms?

Every year after tax season, ‘for sale’ signs go up at CPA firms across the country. It’s no wonder. It’s a grueling business that forces accountants to run a marathon-length […]

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Ripped From the Headlines: Life Insurance Rate Hikes Send Seniors (and Advisors) to the Life Insurance Secondary Market

This isn’t some new Law and Order series, unfortunately. This is real life. Over the past year, at least seven big life insurance companies have raised premiums on a range […]

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Ready to Attract Millennial Clients? Up Your Game With Crowdfunding

In the words of Steve Jobs, it’s time to “think different.” About technology, about your clients, and about your business. There’s a lot of change going on in the investment […]

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