Sharpen Your Skills
Tom is the President of TomHegna.com and the author of the book Paychecks and Playchecks. He is a former Senior Executive Officer of a Fortune 100 Company and has spoken main platform at Top of the Table, MDRT, SFSP and NAIFA. firstname.lastname@example.org
The Power of Lifetime Annuity Income in Safeguarding Financial Stability Read More >
Founder of The Wealth Preservation Institute, the creator of the Certified Wealth Preservation Planner (CWPP™), Certified Asset Protection Planner (CAPP™), Certified Medicaid Planner (CMP™) designations and the Co-Founder of the Asset Protection Society.
Let me ask the million dollar question for this article: Will a fee-only advisor recommend an FIA to a client? Answer: I highly doubt it. Read More >
Formerly a stockbroker, insurance broker, and award-winning sales manager, Aaron writes for the financial and real estate industry as an educator and marketer. His first book, The Sales Funnel Bible, helps advisors master their sales funnel.
Rosemary is an author, columnist and an international business coach for financial advisors. She spent her career working at leading investment firms before pursuing her passion for coaching. She lives in Victoria, BC. Visit her website at www.rosemarysmyth.com.
Many professions have these dreaded questions. Even in social settings, doctors are frequently asked for an impromptu diagnosis of a rash, mechanics are frequently asked to identify engine trouble, and you as a financial advisor are probably asked for some kind of portfolio-related guidance. Read More >
© Copyright 2014, The American College Board of Trustees.
The American College does not necessarily agree with all content provided and opinions expressed by a third party and assumes no liability for and exercises no control over the content. Further, The American College is not liable for any action or inaction with respect to any such content and/or opinions accessible through this site. The user agrees by use of this Wealth Channel site not to publish, transmit, display, disseminate any material or distribute the content in any manner that constitutes an infringement of intellectual property rights, including but not limited to copyrights without the express written consent of The American College.