Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, explains the top business tip from Robert J. O’Neill, .U.S. Navy SEAL Team 6 leader.
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
Grocery store prices jumped 4.7% year-over-year as travel, gas costs eased
Beware of shiny objects — with market froth waning, fundamental strength will overtake momentum next year
Focus on the end-to-end advisor experience with tools and implement change management best practices
Number of properties listed for sale rose 8.5% from a year earlier