Everything You Always Wanted to Know.
Plus Things You Need to Know.
This is the section of our website you should bookmark. It’s where advisors can come to grab a quick overview of:
What’s happening in the industry
Facts and figures to share with clients
Other advisors’ successes that you can emulate
Our CEO, Steve Kerns, is an avid reader and, here, he shares with you his “best reads.” Plus, there’s great compilation of current headlines about the pending Department of Labor regulations and videos on virtually every topic concerning your practice.