If you’re like most advisors, you may be struggling to master the fine art of marketing. And let’s get real, we know you’d rather spend your time doing something else, like closing leads. There has to be a better way … and there is. You just need to release the Kung Fu Grip on your […]
In his recent post in the Investment Times, Hartford Funds VP Ryan Sullivan shared some impactful recommendations for advisors struggling to serve clients in an economy fraught with turmoil. You know, like 2023, where inflation persists (though slowing) and recession may (or may not) be right around the corner? The post, “When the going gets
Way back in 2015, McKinsey & Company released a report revealing some mighty compelling statistics about the viability of virtual financial advising. Of note, the renowned management consulting firm estimated that 42 million households, representing $66 billion in annual revenues were “prime candidates for virtual advice,” worldwide. In North America alone, a whopping 10 million
Two Things Advisors Must Do to Succeed in 2023 (and Beyond) Have you ever asked yourself: How can I build a successful business and also have the time and freedom to enjoy that success? That’s a question Stephanie Bogan—a high-performance business coach, strategist and entrepreneur—loves helping advisors answer. Stephanie recently joined us on InsurMark’s Breakthrough
OK, we know you don’t use a crystal ball to peer into the future when it comes to building a financial roadmap for your clients. But what if you had tools that made it easier—and faster—to assess the hundreds of indices out there and home in on FIA options and allocations that really make sense
