We owe it to ourselves and to our clients to do something now to prevent stress from causing us to make poor decisions in the future.
Moving the expense discussion to the cost of financial advice.
Highlights from last month's advisor technology conference.
Credibility is crucial during times like these.
Finding the right approach takes time, effort, and willingness to change.
This year's conference had plenty of opportunities for professional growth and networking.
Are the industry's trade publications keeping up with advisors' needs?
A conversation with a visionary in the financial planning field.
How NAPFA has helped us build our practice.
Some trends and products that Joel sees emerging in the coming year.