“Non-Obvious” Trends That Could Shape the Future of Your Advisory Firm
Rohit Bhargava discusses some key trends from the 2019 edition of “Non-Obvious” that financial advisors are going to want to pay special attention to
The 4 Words That Describe the Value Financial Advisors Deliver
Doug Lennick discusses how the value delivered by financial advisors has morphed over time
The Advisor Who Gets the Most Client Stories…Wins
Noted author and speaker Mitch Anthony, want to refocus our industry on a different story: the client’s