Financial advisors striving to grow their practice face a range of challenges. One of the most important is crafting an effective value proposition that will set an advisor apart from the competition.

A value proposition, simply put, is the reason or set of reasons that someone chooses you as their financial advisor. After more than 20 years of coaching advisors, I find that many struggle to ...

"The Untouchables", a film produced in 1987, contains a memorable and emotional scene in which agent Jim Malone, shot by Al Capone's gang, lies dying. In his final moments, while spitting up blood, he ...

We didn’t realize it in January 2020, but financial advisors and clients were entering a whole new world. After COVID-19 entered our lives, concerns for physical health were paramount. But the initial ...

In a recent blog post, Zotec Partners’ Director of Business Development, John Holstein, focuses on the need for emergency physicians to take more stock in their practice. As the healthcare industry ...

New Mountain Finance Corporation offers attractive total return potential and has been able to grow its dividend payments. NMFC stock is priced below net asset value and has upside potential in its ...