In our role as financial advisors (financial actualizers?) some of the greatest value we can deliver is helping clients to truly make a material and meaningful difference in the social issues they personally value. Such [...]

Bart Schannep of Schannep Investment Advisors in Tucson, Arizona, was selected by Registered Rep magazine as one of 10 financial advisors across the country, to receive the distinction of Outstanding Advisor of the Year.[...]

Did you know that the words Will, Trust and Appreciation have a definition beyond “financial security?” In our free, introductory call you will learn the deeper meaning of these words, and you will take-away one powe[...]

In the short term, advisors feel the pain of diminished net worth, while in the long term they will benefit greatly by seizing the golden opportunity to go independent. To go independent is the emancipation of an adviso[...]

How does an advisor retire and make sure their clients are still being taken care of? The idea of handing clients over to someone new is a very difficult task for most financial advisors. Typically, an advisor will work [...]

As my friend Dan Sullivan would say: Facts are not trends and trends are not certainties, but there are certain trends that are more certain than others. Here are the big trends that I see that will affect the advisor[...]

In the past year, the financial services industry has witnessed the demise of Lehman Brothers and Bear Stearns, as well as the consolidation of several venerable brokerage firms. In the wake of such disaster, and in an e[...]

When I work with financial advisors on building their practices, this ends up being one of the hardest questions we face. It is also one of the most important. And, maybe only 10% of the advisors I talk to have a compell[...]

Recent economic volatility has forced many financial advisors to take a hard look at the stability of their positions within large wirehouse firms. Although these firms have provided institutional stature and big name re[...]

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[...]