New Ways to Grow Your Network During the COVID-19 Pandemic
As we restart our economic engine, there are opportunities for you to reach your centers of influence, strengthen relationships and build new ones. This week, I share ideas on how you can continue to grow, even as some measures of social distancing remain in place.
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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