Insights

 

By Doug Kentfield, President of Steward Partners Global Advisory | Aug 1, 2022Creating a good succession plan is probably the most important thing an advisor can do to prepare for their own future while also taking proper care of their clients. But too often advisors who spend their days helping others plan for their futures neglect to pay the same careful attention to the next stage of their own lives. According to a report from the Financial Planning Association, only 27% of financial advisors

 

By Elizabeth Madonna Some contracts can result in clients getting reduced payouts if their account balance falls to zero, says this financial advisor. Before becoming a financial advisor, I wholesaled variable annuities to financial advisors throughout the country. My main job was to educate advisors on how our products worked and fight for their clients’ business against wholesalers from other insurance companies. Back in 2012, it was a true competition of which company could provide th