Social media may give users the impression that anyone can be a financial expert. Robo platforms may try to convince them an advisor isn’t necessary. Free trading apps open up the market to non-financial newbies. Is financial advisor licensing still necessary? Yes. Licensed financial advisors can compete with robo advisors…

Many financial advisors choose to sell insurance, with life insurance, long-term care, and Medigap among the most common offerings. Some clients, however, can be suspicious of advisors who sell insurance. That’s why broaching the subject of insurance to your wealth management clients should be part of a larger conversation. Insurance…

Hello! Who are you and what business did you start? I am Conor Delaney, CEO of Good Life Companies. I am the founder of a multi-faceted organization consisting of mostly financial service-related entities focused on both health and wealth. The business first launched in 2012 after serving five years as a…

Competition in the financial services space has never been more intense. Technology has increased the ability to scale. Robo platforms are on the rise. Advisors need an edge. That’s where niche marketing comes in. Find the offering that sets you apart from your competitors, then figure out which prospect types…

Have you ever wondered how to become a virtual financial advisor? Many advisors are finding ways to incorporate virtual services to best meet the needs of their clients and to serve more clients than ever before. In this post, we’ll cover everything you need to know to get started. Good…