Author name: Jacob Chaney

It’s a question every advisor faces. What do clients want? Where should advisors invest their time, money, and energy to […]

How do independent financial advisors earn an income? Usually, it’s by charging a set fee for their services or a

Freedom from quotas, potentially larger payouts, control over how you run your business. These are just a few of the

You chose to work in this field, so of course you see the incredible value of having an organized, strategically

When you are growing your business, it may feel like following leads and prospecting potential clients is all you do.

With over 200,000 financial advisors across the country, clients have no lack of choices for who will help them manage

If we could sum up the purpose and mission of Intrua Financial and every service we offer in one sentence,

If you’re like more than 50% of active financial advisors, you plan to scale back your work or retire fully

You work tirelessly to gain new clients. You market yourself. You create efficient workflows and use technology to your advantage.

Your situation as an independent financial advisor is unique. When you are ready to move on to another career or