Practice Insights

In any industry, growth is key to survival.

To effectively utilize your social media efforts, you need to do more than just acquire “views,” “likes,” or “friends.

In these unprecedented times, we are proving ourselves more creative and adaptable than we ever thought possible.

“Can I think of you as my agent?” I was recently asked this by a highly successful advisor while discussing potential …

When our rambunctious 10-year-old broke his finger, we were horrified to learn he would need a two-hour surgery if he …

On a near daily basis, I find myself exploring and developing succession plans with financial advisors.

Those were the words a $1 million financial advisor said to me last month, dramatically shortening his intended succession path.