The financial advisor profession is constantly evolving. Just ask Bill Trigleth of Cannon Financial Institute, who started his career as a stockbroker (registered rep) in 1979. Back then it was all about selling products to financial consumers for a commission. Today's financial advisor has the opportunity to serve clients in much more expansive and impactful ways.
Partner With Truelytics: Do you work with RIAs and independent financial advisors? Are you helping them grow their business, become more profitable, or prepare for transitions? If so, you should reach out to explore the Truelytics Solutions Partner Program.
Learning to Navigate Life's Transitions - Making a transition often requires understanding where you are, where you've been, and investing some time into thinking about the future. Jeff Hamaoui of the Modern Elder Academy explains why this is so critical for today's financial advisors.