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.
It’s still early in 2014 and now is a perfect time to consider what you can do to add value to your client experience. Chances are your competition is currently prospecting your top clients, so you can be sure that a few of them are wondering what value they’re getting from retaining you as their financial advisor. Read More >
Ted Kurlowicz, JD, LLM, CLU®, ChFC®, CAP® Ted is the Charles E. Drimal Professor of Estate Planning and a Professor of Taxation at The American College.
The landscape of the wealth transfer tax system has changed—what does that mean for your clients? Read More >
Adam S. Beck, Esq. is Assistant Professor of Health Insurance at The American College, where he teaches courses on the Affordable Care Act. An attorney, he has worked in private sector consulting and for the federal and state governments. Adam.Beck@wcinput.com
With adoption of health insurance exchanges, what does the agent/broker landscape look like? Read More >
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