FA Whitepapers

Whitepapers Archive  |  Market and Economic Outlook

December 2020   


A Planner's Guide to Consolidated Advisory Fees

Investment management is commoditized and consumers have higher expectations of financial advisors than ever before—so how do you make your value known from the first time you meet with a new prospective client?

In this white paper, we’ll show you how to make your first meeting all about planning—and immediately prove your worth as a result. You’ll also learn what you need to know about the industry trends that have shaped planning into such a critical service.

Build A Foundation for Success—Even in the Face of Uncertainty. Download A Planner's Guide to Consolidated Advisory Fees today.

How to Select the Right Broker-Dealer Partner

Many financial advisors are frustrated with their broker-dealer for a number of reasons, profit squeezing, rising costs, lack of continuity and stability to name a few, but it doesn’t have to be that way.

Download your free whitepaper and learn seven important characteristics to consider when choosing a broker-dealer partner. The paper covers the following:

  • The challenges advisors face selecting a broker-dealer partner
  • The seven characteristics of the ‘ideal’ broker-dealer
  • Case studies and more

Steps to customizing a long-term care plan

There are numerous options for long-term care, but it helps to understand how LTC benefits can be paid.


How to Thrive Under Difficult Conditions and Uncertainty

Regardless of pandemics, elections, or natural disasters, advisory firms need to consistently deliver value to their clients even during difficult times. By making plans today and creating a proper strategy to navigate tough economic conditions, firms can continue to thrive in the face of any challenges that may come their way.

In this eBook, we’ll cover some tips to help firms build a foundation for success—even in the face of uncertainty.