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Insurance

Millennials Don’t Think They Need Insurance: How the CLU® Helps You Sell To Them

Baby boomers, Generation X, and millennials offer three very different perspectives existing in the workplace right now. Each group has been widely studied, and their...

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Financial Planning

What You Should be Asking Life Insurance Clients

As a life insurance agent, it’s important to look at the client’s situation to determine why they would need life insurance as part of any financial planning engagement or...

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Financial Planning

Roadmap to College Planning for Advisors

In today’s changing world of finances, advisors are expected to change with it.

Clients are seeking out financial planners who can provide financial guidance in all aspects of...

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Insurance, Retirement, Wealth Management

The Life Insurance Agent as Financial Planner

There are two major trends occurring with the insurance and risk management aspects of financial planning. First, many traditional life insurance agents are becoming financial...

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Wealth Management

Benefits of Behavioral Investment Counseling and Evidence-based Investing

If you’ve been in the profession long enough, you’ve likely encountered some variation of the saying, “Diversification means always having to say you’re sorry.”

The crux of...

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Wealth Management

Goal-based Financial Planning: Funding The Right Investments At The Right Time

Planning for the future requires setting goals. Whether it’s preparing for college tuition payments for the next four years, saving for a second home in retirement, or...

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Wealth Management

3 Reasons to be Excited About WMCP®

When I joined The American College of Financial Services in June 2016, I took a long look at the portfolio of designation and degree programs we offered and realized something...

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The College

10 Award-Winning Millennials Who Provide The Disruption Financial Services Needs

Ten of the brightest young minds in financial services were awarded the 2017 Millennial Advisor Award by The American College of Financial Services. This cohort of men and...

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Wealth Management

Simulations: The Future of Wealth Management Education

Why do big clients walk away, and what can advisors and their firms do to hold on to important high-net-worth clientele? The difference between keeping a big client and...

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