Proactive Leadership - Demonstrating the Value of Financial Advice
Now is the time to be thoughtful, to show leadership with empathy, and to proactively communicate with friends, family and clients. Above all, this is the time to demonstrate your value. Here are three simple strategies you can use to accomplish this.
In his latest blog, John Novachis, EVP at Investment Planning Counsel sheds light on emerging trends catching the attention of Advisors, but are these the right choice when considering your succession plan?
The industry has a $400 billion dollar problem. Here's what we can do to prepare.
In financial advice business valuation, the most understood, predictable and reliable variable is recurring revenues. Understand the factors separating a 3.5x multiplier from a 1.5x.
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