FINANCIAL ADVISOR BLOG


What Your Client Said (While You Weren’t Listening) by Robert Gignac
Here’s a great article from my friend, author and speaker Robert Gignac that provides some DOL Perspective From Canada. Bob’s article is written from the perspective of what is going on in Canada in relationship to the disclosure of commission/fees.


Apathy Or Membership? What Is Your NAIFA State Board’s Biggest Problem?
Membership apathy is the main roadblock that NAIFA State Board Leaders want to eliminate in their associations.


Membership Is Not A Product; Membership Is A Personalized Service
Membership is not a product; NAIFA Membership is a personalized service. Discover what the potential NAIFA member wants to improve upon in their business.


30 Days To The Election, What Does Business & Political Uncertainty Require?
Experiencing uncertainty with what is happening with the election nationally, clouding and distracting your vision on a business and personal level?


Used To
My good friend Chris Barrow wrote a blog post called I Used To. I’m flying back from the Las Vegas 2016 NAIFA Performance + Purpose Conference and Sacramento Association of Health Underwriters via Salt Lake passing the time.