Stop spending time with traditional Centers of Influence (COIs). There are hundreds of thousands of advisors and brokers in the country and it seems as though nearly all of them…
AdvicePeriodMay 28, 2019
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Trusts and the trustees who are responsible for them are the cornerstones of many families’ long-term estate planning. And yet, most families struggle with who should serve as trustee and…
AdvicePeriodMay 21, 2019
APRIL 26, 2019 4 Myths About Advisors Going Independent By: Larry Miles Much has been written about the industry trend of advisors seeking their independence from large financial institutions. Unfortunately,…
AdvicePeriodApril 26, 2019
We talk with advisors every day. Over the last couple of years, we’ve spoken with hundreds if not thousands. All over the country, there are tremendous advisors sick and tired…
AdvicePeriodApril 25, 2019
Most advisors charge their clients a fee based on the assets they manage. The logic behind this strategy is straightforward – as the client’s portfolio increases in size, the advisor…
AdvicePeriodApril 11, 2019
