40 Million Opportunities to Lead With Advice

Published on May 28, 2025

In this article, I focus on five essential age-based milestones and life events that collectively present more than 40 million advice opportunities, enabling financial advisors to showcase their care and expertise beyond traditional investment strategies, and thus build trust and create after-tax value.

Continue reading on website
Other news

Richmond Fed Manufacturing Activity Slowed in May

May 28, 2025
Fifth district manufacturing activity slowed in May, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index rose four points this month to -9 after falling nine points in April. This month's reading was consistent with the forecast.

Making a Transition into Retirement for Advisors

May 28, 2025
Advisors should have the ability to reap the benefits of what they have grown. And if they want to move on to their next phase in their 50s or 60s, they should be able to do so. However, it’s a dangerous proposition to look at a number and expect someone who owns the firm or is running it to willingly step aside.