Bob Owens makes sure clients are prepared - both psychologically and in their portfolios - for the market's ups and downs over the long term. He devotes a considerable amount of time and effort to client education
To make a smooth transition, you need to do a little planning
Keep yourself on track to reach your goals
Industry veterans Hartman and Reimer launch new practice management platform to support advisors
Making best practices a matter of reflex rather than conscious decision brings success
With the economy in the doldrums and clients complaining about lousy market performance for so long, it's understandable if you're down in the dumps
When selecting new prospects, an individual’s investable income is the top characteristic that successful advisors consider
Find a system that works for you
Assigning functions to others frees you up to do what you do best
Improving efficiency lets you focus on high-value work