Client engagement

So, you want to be an independent advisor? So, you want to be an independent advisor?

Industry

So, you want to be an independent advisor?

Tips from those who made the transition

By Todd Humber |November 16, 2022

4 min read

Tips for two tough conversations with clients Tips for two tough conversations with clients

Planning and Advice

Tips for two tough conversations with clients

Care needs, living benefits were topics at IFB’s fall summit

By Michelle Schriver |November 9, 2022

3 min read

Stress-test financial plans to ease client anxieties Stress-test financial plans to ease client anxieties

Planning and Advice

Stress-test financial plans to ease client anxieties

After recent turmoil, clients may be more willing to consider high-risk events

By Rudy Mezzetta |October 27, 2022

2 min read

Curb client confusion about financial planning Fallback Image Decorative pattern

Planning and Advice

Curb client confusion about financial planning

An investment plan does not equal a financial plan

By Katie Keir |October 26, 2022

3 min read