Michelle Perry Higgins is the Principal and Financial Advisor at California Financial Advisors, managing over $1.9 billion in assets. Named one of Investopedia’s Top 100 Financial Advisors in 2022, ...

TALLMADGE, Ohio — From a small startup founded by two partners more than 20 years ago to a growing health insurance company ...

When it comes to consumer financial services, customer trust matters most. But trust isn’t earned from a single financial transaction. It comes from a financial services provider that is committed to ...

A first impression is made in a millisecond and quickly becomes cemented in a potential client’s mind. A stellar first impression increases the likelihood that a new client will join your firm, trust ...

I imagine all agency owners and leaders can agree that the more channels or services in a client engagement, the longer we retain that client on average. Of course, not all clients include different ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

With corporate layoffs on the rise, a growing number of professionals are launching their own consulting startups. But competition is fierce and finding that first client can be a challenge. One of ...

Firm reaches full-year growth goal in six months with programs for every stage of an advisor's career LAS VEGAS, July 7, 2026 /PRNewswire/ -- The AmeriFlex Group® (or "the firm"), an advisor-owned ...

In a recent column, I wrote, “The past decade has seen the rise of ‘strategic’ partner deals with opaque revenue shares, push-button 'black box' trading with murky inventory pools, and a tendency for ...