I'm a Client Acquisition Trainer. Here's How I Worked a Room Last Weekend.

Published on September 8, 2025

Even after decades attending events that attract wealthy individuals, I'm still learning lessons (and making a few mistakes.)

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Kitces Study: Advisor Tech Not Materially Lifting Productivity

September 8, 2025
Rather, “it’s being able to work with higher-value clients and being able to delegate more,” said Michael Kitces at the Future Proof Festival.

5 Insurers That Sold the Most RILAs in Q2

September 9, 2025
But the full Wink report shows that the smaller issuers are growing faster than the giants.