Few of us are unconnected anymore. Americans spend on average 79.9 hours a month surfing the Internet, text messaging, going through email, tweeting or engaging on other social media, according to IDC Research, an information tech research firm...
Fantasy football for client acquisition? Oh yes. For football-loving financial advisors, it doesn’t get much better. The NFL season is just around the corner and fantasy football is growing in popularity every year. No...
While building an advisory team may better serve clients, they are complex arrangements that require careful navigation - just look at how they operate in professional sports. The analogy isn't exact, but it's close. “In our industry...