Keeping Up With Your Clients’ Evolving Needs
Your clients and their needs, values, and goals are changing in unparalleled ways, looking much different than they did even just a few years ago. To keep up, you need to follow suit and evolve alongside your clients to better serve the current shift in their needs and be best prepared for future growth opportunities. […]
Kickoff Your Transition
We’re officially in August, which means fall is just around the corner, and with that comes the start of the football season. After witnessing the exciting way last season ended, with multiple playoff games going down to the final play, this upcoming season is bound to be full of excitement. The same can hold true […]
The Hidden Dangers Of A Comfortable Chair
It’s a universal human trait for us to seek out comfort. Our comfort zone is the place that brings us happiness and peace of mind. The sense of safety and predictability make the ins and outs of the day easier to handle and help to ease the worries on our minds. Advisors get in a […]
The Perfect 1-2 Punch
Shaq and Kobe. Scherzer and DeGrom. Brady and Gronkowski. What do these duos have in common? They’re some of the most dominant 1-2 punches in the history of sports. Iconic players are often thought of as a twosome because of the success they achieved when playing together, the success that may not have come as […]
LPL’s Secret Weapon
We’ve told you about the hidden opportunity of making a move in a down market. While it might seem counterintuitive to make a transition when the market is down and volatile, it could be one of the better times to explore your options. Just look at the success that LPL has had while the markets […]
The Hidden Opportunity In A Down Market
The past few quarters have been a whirlwind, to say the least. Not too long ago, your trailing twelve month (T12) was likely at record highs. The market was continuing its record-breaking streak, reaching all-time highs early in 2022. Then, the longest-running bull market quickly turned, delivering a 20%+ decline in the S&P 500. Fast […]
Top Reasons For Making A Move: Free Agency Edition
This time every year, basketball fans are on high alert to the latest deals, news, and buzz surrounding free agency. It’s the time when high-profile players take a hard look at their current team and decide whether it’s time for a change or if they’re determined to stick it out with their current team and […]
Rise In Reg Bi Claims
The Increasing Number of Claims Since May Taking the Next Steps to Staying Compliant Avoiding Claims as an Arbitration Defense We alerted you earlier this year about the Securities and Exchange Commission (SEC) announcement that it was going to really start cracking down on the Regulation Best Interest (Reg BI) rule after being relatively quiet […]
Taking Advantage of the Dog Days Of Summer
Combatting Complacency No Risk, All the Reward Searching for Greener Grass We’ve officially hit the ‘Dog Days of Summer’. The term technically comes from the ancient belief that summer’s bright ‘dog star’ Sirius added heat to the earth during the summer. However, most of us equate the term with the monotony experienced during hot summer […]