In honor of the holiday season, share an episode that is sure to spread the warm, fuzzy feelings. On this week’s episode we bring in…

Help your clients give the gift of education this holiday season by sharing this episode! Coy Howe, Founder of College Funding Solutions, reveals college admissions…

Let’s face it: your clients probably aren’t going to sift through all the new tax law changes, because believe it or not, that’s not the…

There are questions your clients need to be addressing when preparing for a loved one’s long term care needs. If they don’t adequately plan, the…

Are your clients not insuring themselves properly because they ‘can’t afford it?’ Share this episode to show them that the little purchases can add up,…

When Alzheimer’s Disease strikes, it robs your memory, your ability to function, and eventually, your life. Alzheimer’s is the sixth leading cause of death in…

Are you finding that many of your younger clients are forgoing insurance because their attitude is “why would I pay for something that I’m never…

The time to get your fiscal house in order is when the economy is going well. You know that the economy is going well now…

A lot of people are against Life Insurance because they don’t fully understand it. It’s hard to see the value in paying for something that…

Embarrassment, guilt and shame often stops clients from discussing their personal or loved one’s addiction. As an advisor you realize how much financial harm an…

The Titanic sank over a century ago – and it took over 73 years to find it. Dr. Robert Ballard, the Oceanographer who was responsible…

Even though your clients may be meeting with you regularly they still may be making mistakes, such as not being honest with themselves and you…