How to Attract More Clients: Lessons from Fishing
For financial advisors, the subtle art of attracting prospective clients in many ways parallels the meticulous process of landing a trophy fish, like a marlin or sailfish. Just as success […]
The Power of Personalized Coaching in Financial Planning, by David J. Scranton
As a successful financial advisor, bestselling author, and CEO of Sound Income Group, I have dedicated my career to helping investors achieve their financial goals and set fellow advisors on […]
The Power of Personalized Coaching in Financial Planning, by David J. Scranton
As a successful financial advisor, bestselling author, and CEO of Sound Income Group, I have dedicated my career to helping investors achieve their financial goals and set fellow advisors on […]
How Digital Marketing Can Power Advisor Growth in 2025
The financial advising landscape is evolving at lightning speed, and one thing is clear: traditional marketing alone won’t cut it anymore. Clients are turning to the internet for answers, and […]
How Digital Marketing Can Power Advisor Growth in 2025
The financial advising landscape is evolving at lightning speed, and one thing is clear: traditional marketing alone won’t cut it anymore. Clients are turning to the internet for answers, and […]
Why Advisors Should Embrace the Income Model Now, Not Later
The financial services landscape is shifting, and so are the expectations of today’s clients. With retirement looming larger than ever for millions of Americans, the demand for stability and predictability […]
WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 2024
WSR Completes Third Year Of Pathfinder Awards By Recognizing Excellence And Achievement In Honor Of National Hispanic Heritage Month By Janeesa Hollingshead October 8, 2024 https://wealthsolutionsreport.com/2024/10/08/wsr-pathfinder-awards-top-hispanic-industry-leaders-of-2024/ WSR is excited to […]
Advisor Tech Talk (Week of 10/1/24)
By Christopher Robbins September 30, 2024 https://dwealth.news/2024/09/advisor-tech-talk-week-of-10-1-24/ This week in Advisor Tech Talk, wealth management continues its hot streak of activity, and of course, wealthtech follows suit. The biggest news, […]
Rates Are Down. Time To Redeploy Clients’ Cash? – Financial Advisor Magazine
By Ben Mattlin September 26, 2024 https://www.fa-mag.com/news/rates-are-down–time-to-redeploy-your-cash-79695.html Before the Federal Reserve slashed the benchmark interest rate by 50 basis points in early September, many banks were rewarding clients with yields […]
An Income Guru Denounces the 4% Rule
By John Kimelman September 20, 2024 https://www.advisorhub.com/resources/denounce-4-percent/ “The problem with these withdrawal rules is that the number is always changing,” says Scranton. “Traditionally, the withdrawal rate that became popular was […]