Advisors using the Legacy approach are the only ones who have their clients systematically Affirm their goals.
Do you know what happens when a client provides an affirmation and written confirmation that their goals are accurate? They tend to implement with you.
Engaging the next generation in financial planning is essential for the long-term success of financial advisory practices. Here are steps a financial advisor can take
There are several reasons why adding fee planning into your practice is a smart business decision. Historically, insurance and investment professionals have provided many levels
