Over the last few years, charitable giving among Americans has increased, with 2020 setting a record due to the pandemic. As one Edward Jones study points out, people who donate do so for altruistic reasons — and that younger generations are looking to incorporate...
Time flies! We’re already halfway through the shortest month of the year. From the rapid rise in artificial intelligence (AI) to layoffs in the tech sector, there’s a lot of interesting news that you may be coming across on mainstream media circuits. These themes...
As a financial advisor, one of the barriers that you encounter is limited time in your day. You have a finite number of hours to get through everything on your to-do list — which can feel neverending during this rapid time of digitization and change. Making time to...
In this new year, we all owe it to ourselves to make it a memorable one. Maybe it won’t be the best, but it’s well within our power to commit to living life fully. After all, the financial advisory profession is a rewarding career path. It’s a gift to be able to help...
Relationships are the foundation of a successful financial advisory practice. But many wealth managers struggle to provide the level of attention that clients want and expect. One of the challenges is that advisors aren’t always clear about their clients’...
For financial planners, customer retention is crucial for running a stable operation. But lately, many advisors have been seeing a lot of turnover due to forces outside of their individual control. Losing customers, particularly in a turbulent economy, can feel...