Author name: Jacob Chaney

Do you know what your prospective clients are looking for in an advisor? Trust and a good investment track record […]

How do you feel about technology? Are you one of the 68% of advisors who admit that learning about and

Your clients don’t have to look far to find a financial advisor. In a saturated industry, the question is not

No one sets out on a new endeavor planning to give half-hearted effort and service. But either because of a

For many of us, a new year equals new goals and resolutions. As an independent financial advisor, we’re willing to

Setting out as an independent financial advisor may sound enticing. But despite the many pros of making this transition, many

Why did you take the leap to become an independent financial advisor? Was it to make your own decisions, be

When you started your career as a financial advisor, did you have a clear vision of what you wanted your

Many financial advisors juggle multiple roles as they run their business. In addition to helping clients plan for the future,

Just as clients have to wade through an overwhelming amount of information to figure out who an advisor is, what