We’re discussing ideas to build value in your practice now to prepare for a smooth transition for you and your clients.
An advisor’s practice is valued both in assets and client experience. We’re discussing the opportunity to build value into your practice now.
Dr. Brian Jacobsen discusses 5 ways to help clients who fear the recent market rise means we’re sitting on a bubble that’s likely to burst.
You’ll serve clients better if you’ve discovered and defined those who you serve best and then develop yourself as a subject matter expert around them.
Dr. Brian Jacobsen discusses how Trump administration tax proposals could potentially affect U.S. companies, the economy, and investors.
Sometimes change can be unsettling. But it can be a positive force for maintaining a thriving practice.
LinkedIn can help you extend your brand, connect with clients, and source referrals.
Dr. Brian Jacobsen explains how the Fed’s interest rate plans could affect retirees and pre-retirees in different ways.
Dr. Brian Jacobsen provides three constructive ideas to focus clients in times of political flux.