Planning and Advice

Make way for the Millennials

Today's young advisors aren’t just incredibly tech-savvy, they’re also are a generation of academic super-achievers, aggressively pursuing education and credentials to overcome the age biases of their clients and their firms.

By Kanupriya Vashisht |September 28, 2011

7 min read

When to cull advisors: Advisor Audio

Listen and learn. At Advisor Group’s 2011 Distributors' Summit, Kevin Cott, CEO, Qualified Financial Services, Toronto, discussed the topic of culling advisors who offer little business and do a better job for those who write big tickets.

By Staff |September 27, 2011

1 min read

Juicing your email

If you currently work alone or have a small office, you have probably decided it’s not worth the cost and time of setting up and maintaining a separate mail server and just use the email service your internet provider or website host provides.

By Kevin Cork |September 26, 2011

5 min read

UL commissions on the block

If you've been dragging your feet on any universal life applications, you'd better get your act together; not only is the cost for your client going up, but your compensation structure may also be affected.

By Staff |September 23, 2011

3 min read