Rogue Behaviour Elimination? My reply is have the Advisor complete a Values and Behaviours Assessment. This will ensure the elimination of rogue behaviour.
FINANCIAL ADVISOR BLOG
It’s post election 2016. Will Mom (Secretary Hilary Clinton) and Dad (President Elect Donald Trump) stop fighting?
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.
Membership apathy is the main roadblock that NAIFA State Board Leaders want to eliminate in their associations.
Membership is not a product; NAIFA Membership is a personalized service. Discover what the potential NAIFA member wants to improve upon in their business.
Experiencing uncertainty with what is happening with the election nationally, clouding and distracting your vision on a business and personal level?
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.
The 2016 NAIFA Performance + Purpose Conference in Las Vegas was an incredible success for Laura and I with the opportunity to add value to our NAIFA family and friends through connections, conversations, exhibiting and speaking.