Are you ready for 2022 to end? Wait…don’t answer that. We can already guess your response to that question. As we put 2022 in the rearview and look ahead to what will (hopefully) be a brighter year, now is a good
Writing targeted content and providing client education around life events can be a huge growth opportunity for financial advisors. We recently facilitated the session Gray Divorce, Living Together, and Elder Care: Handling the Transitions at the 2022 FPA Annual Conference.