Care planning solutions are often overlooked by financial professionals for several reasons, the most common being the intimidation felt by a space they’ve never dealt with before and the emotional response this subject produces. Ironically, financial professionals have the most to gain by incorporating this line of business over other advisory figures clients use. So why should you as a financial professional talk care planning?
Financial professionals and fintech don’t usually hold the rosiest of relationships. Some financial pros view fintech as a threat to their existence. But in reality, they need fintech to continue being effective…
Maximizing business growth for financial professionals doesn’t just happen out of luck or goodwill. First and foremost, you have to be proactive to achieve business growth. But you also must be candid…