Financial planners and financial advisors who embrace a cultural diversity strategy will realize growth in their practices
Although some advisors view the advent of technology as a threat to their existence, others foresee collaboration between the power of technology and the professional judgment of a human advisor
Several trends shaping the financial advisory business will affect your practice. The keys to coming out ahead lie in improving your service and embracing technology
Jim Ruta explains why recording business activities and reporting to an “accountability partner” can nurture record-breaking results for advisors
The activities that made you successful in the past will not lead to success in the future. In fact, using those old strategies now is a prescription for failure
George Hartman talks about the ways new technology will change financial advisors' business model profoundly
George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients
George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing success
Avoid these common self-destructive thought patterns
Jim Ruta explains the four essential character traits of people who excel in business