Question from a subscriber: “Compliance is impossible to get my content through. My financial advisor compliance department take forever and nitpick every little thing!” Whoa….okay
Question from a subscriber: “I keep getting these rude do-it-yourself prospects who ask me how to solve a problem they are having, with no intention
It seems like there ain’t nothing more tread upon and abused than the fiduciary standard. So we’ve got a lively crew here today to debate,
Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet.
As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial
A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not.
This isn’t some made up crap because I want to sell on something. Here are real accounts of what a day in the life of
If you are thinking about becoming an Edward Jones financial advisor, STOP and read this blog ASAP! This is the true story of Nathan Penha,
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is –
Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as
