Learning Before Selling: Build Knowledge & Relationships via Research

Published on December 2, 2025

Let me introduce you to an approach I call the "Book of Life" methodology, a research-based strategy that transforms how new advisors build both their knowledge and their networks.

Continue reading on website
Other news

Women Are the New Retirement Planning Powerhouses

December 2, 2025
Three powerful demographic shifts — rising wealth, forward-thinking attitudes, and longer lifespans — are reshaping retirement. The emerging financial force of the future is women, and advisors who adapt now will lead tomorrow’s client relationships.

RIA Edge Podcast: Hightower’s Evolution and the Launch of Signature Wealth with CEO Larry Restieri

December 2, 2025
How do leaders of wealth management firms balance advisor independence with the need for centralized efficiency? What does it take to build a platform that serves both traditional RIAs and advisors seeking a more integrated model?