This month I had the pleasure of speaking with Kim Butler, Founder and Prosperity Economics Advisor for Partners for Prosperity based in Mt. Enterprise, Texas. Kim began her career in 1988 in life insurance and banking, [...]

In today’s demanding environment, as an independent financial advisor it’s hard enough to manage time, clients and life much less dedicate your efforts to come up with innovative business-building ideas. Ironically,[...]

Professional development and continuing education is considered to be the building blocks and the lifeblood of the financial services industry. It is key to acquiring knowledge, and successful advisors pass this knowledg[...]

Coach Joe has spent more than 18,000 hours personally coaching more than 500 financial advisors. In writing Practice Power, Coach Joe provides his time-proven coaching techniques to anyone who reads it, and is willing to[...]

How do you manage to stay on top of your CE credits to ensure you have a valid license to do business?[...]

A vast array of well-defined information, accompanied by many research resources, is available to access information about the consulting process. [...]