Preparing to Serve Retiring Federal Employees: A Strategic Opportunity for Advisors
The coming months present a significant opportunity for financial advisors: more than 100,000 Federal Employees are expected to retire and become eligible to transition their retirement accounts. For advisors focused on growth and efficiency, this is an ideal time to engage with this well-defined an…
The Big Beautiful Bill Passed...Now What?
The Big Beautiful Bill Passed...now what? A lot of opportunities with your existing clients, but just as important, your prospects. Hopefully, you are already talking with your clients about how the bill impacts them. Over the next few posts, we'll dive a little deeper into what impact the bill coul…
A $2.5M Scam: What Every Advisor Needs to Watch For
Being a fiduciary doesn’t just mean managing portfolios—it means helping protect your clients from threats they may never see coming. Today’s scams are increasingly sophisticated, emotionally manipulative, and convincingly real. Here’s what happened to one client, and what you should be doing to pre…