Turning Referrals Into Introductions

Published on April 21, 2026

In practice, referrals depend less on how clients feel and more on how clearly they can represent what the advisor does when it matters. That moment is usually fleeting.

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Facing the Financial and Emotional Pain of a Terminal Illness

April 21, 2026
Early in my financial planning career, if a client told me they had a terminal diagnosis, every alarm in my head would go off. Before the meeting was over, I would have a to-do list that was three pages long. Get to the attorneys, review the insurance, run the numbers, plan for this, prepare for that.

$500M Pointes North Moves to Osaic’s W-2 Channel

April 21, 2026
Innovative Financial Group, an OSJ acquired by Osaic last year, supported the team’s transition.