Because so much of our coaching involves helping advisors acquire more affluent clients, we're constantly asked the question, What does it take to become a rainmaker? In an effort to learn more, we conducted a focus group with elite rainmakers (an...
It's the caliber of the student who gets into an Ivy League college, more than the academics or connections she makes, that is the better indicator of future success.
Passing ownership of the house to kids to shield it from being tapped for nursing home expenses is not always a good idea. Here's why, and some alternatives.
Merrill Lynch, Wells Fargo Advisors and Edward Jones plan to ramp up trainee recruiting in 2011, Registered Rep. has learned. It comes at a time when a number of currents in the business are converging to create what many predict will be a talent...
Financial advisors work countless hours helping clients plan their financial futures. But, unfortunately, too many advisors need help planning their financial futures. Today, only about 18 percent of independent advisors have a well-defined...