Why “Following Up” Is Hurting Your Business

Published on October 7, 2025

Chasing sends a clear message to your prospects, mainly you care more about closing the deal than solving their problem. There is an alternative, and a simple one at that. Stop following up and start focusing on creating trust.focusing on creating trust.

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Considerations for Deciding Between an Advisor Fiduciary and an Annuity Sales Professional

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If you are searching for professional retirement and financial guidance, the most important thing is working with professional people who understand your needs and can help you in achieving your specific goals. How might you determine compatibility?

12 Investment Must Reads for This Week (Oct. 7, 2025)

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Kitces.com featured a post from Clearnomics’ James Lieu on 10 market themes for client conversations in the fourth quarter. ETF.com’s Sumit Roy explains the work that ETF issuers still need to do after receiving approval to offer dual-class shares. These are among the investment must-reads we found this week for financial advisors.