During rocky times, advisors may feel the worry of their whole client base. The silver lining in a stressful situation is that your value as a financial planner can be showcased. You have an opportunity to listen, communicate, and guide clients through...
Topics: Practice Management
The fee-for-service model lets the advice become front and center to your relationship with your clients, but it can sometimes feel like a hurdle when it comes to showing the value you provide in exchange for an ongoing fee. So how can you effectively...
Topics: Practice Management
For three generations, Valmark Financial Group® has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and changing needs of...
Topics: Case Studies