More than two million people get divorced every year in the United States. Annually, it is a $50 billion industry. Divorce rates for first marriages are currently at 52 percent, and second marriage divorce rates hover at 60 percent (75 to 90...
When we meet people at parties, networking events or fundraisers our guard is up. We are vigilant against getting suckered into any type of sales pitch or hidden agenda. The moment a stranger approaches us, we are on the hunt for their...
Female investors want to work with someone who understands their needs. And right now, that’s female financial advisors. In a new study, 60 percent of women say they would rather work with a female financial advisor, with that number...
Today’s affluent investors want to know their financial advisors personally. Getting social with them not only serves that purpose, but it puts an advisor in the position to get personally introduced into their spheres of influence. Monthly...
It’s time for a semi-painless relationship check-up. How deep have you gone with your top clients and COIs? Admittedly, it may be more painful for some than others. But no pain, no gain, right? ...
With more wirehouse and regional advisors seeking greater independence, control, autonomy, superior economics, and the ability to customize the client service experience, independent models have been big winners. In fact, more independent models...
