Prosperitage Wealth's Brian Seymour explains the crucial role coaching played in shaping his career, helping him identify his unique strengths and develop his “super power.”
In looking for “better ways” to foster growth and solve for other long-term goals, advisors need to weigh the value of pain vs. gain when it comes to a transition.
In 2017, Cheryl Canzanella lost her husband to an accidental overdose. Now, she’s working to educate advisors on how they can help families ripped apart by the opioid crisis.
Why this $1.5B Merrill Family Business Opted for Independence.
Six ways wirehouse advisors can ride off into the sunset without next-gen in the wings.
The Investments & Wealth Institute has updated its CIMA certification curriculum and exam for the first time since 2019.
Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey.
