Advisor Sales Strategies

Here's why this time-management strategy works.

These designations can help you get more business.

Agencies that don't start tracking their numbers and using them to make better-informed decisions will find survival a challenge.

Joining the financial planning profession opens the door to a range of job possibilities that cater to a diversity of perspectives and interests.

Employers interested in joining one will need to carefully assess several factors according to the American Academy of Actuaries.

Here's how you can use stocks as a conversation starter in social situations.

Female CFPs are more confident than their male counterparts in terms of working with clients, financial planning and growing revenue, a study finds.

Some three-quarters of the younger generation described themselves as philanthropists, compared with 48% of Generation Xers and 35% of boomers.