Commentary

When short-term objectives define the purpose of a business, the business fails. Don't let this happen to you.

Suddenly someone moves. No warning. This isn't open for discussion. What happened?

If it's not generating revenue, then it's viewed as a distraction.

Have you ever met an advisor who hasn't complained about not having enough time or sales support?

When evaluating a financial wellness tool, look for one that addresses health care costs and potential savings options, such as HSAs.

As a good neighbor, you give back to the community. As an agent or advisor, you would like to meet high net worth prospects. Here's how to do both at the same time.