President and ERISA Counsel, IFP Plan Advisors
We have heard about the DOL’s new fiduciary rule ad infinitum. However, some advisors may continue to miss the message that the reach of the rule extends well beyond traditional, employer-sponsored retirement plans.Read More
If I were selling you a Rolex, would you rather pay me $6,000 or $120 for it? Maybe I have a Ferrari I’m getting rid of and I want to give you the option to take it off my hands for either $200,000 or $4,000.Read More
1. A Misaligned Business Model:
Advisors serve client niches and don’t try to be all things to all clients, as do firms.
More and more Financial Advisors are serving client niches, and finding a great deal of success in being a specialist to their clients.
Comfort – it’s what happens when you stop showing up to your not-so-new-anymore job 30 minutes early. It’s what happens when you start letting yourself eat in the car because the new car smell has worn off.Read More
This month’s article of Cut The Wire is the first of three articles brought to you by the IFP Design Group, IFP’s in-house team of experienced and incredibly passionate branding, design, and marketing strategists and consultants.Read More