Enhancing the professionalism of financial advisors in the best interests of the consumer

FORUM MAGAZINE

FORUM Magazine – May 2017

FEATURES

Landing Big Accounts
Five top insurance advisors spoke to Kira Vermond about the clients who made their career and why it is crucial to specialize.

Articulating Your True Value
Bill Bishop shows you how to change your business protocols and win clients over.

Taking Stock
Evan Thompson offes tips on how to regroup for the next phase of your career.

Revisiting Insurance Solutions
Wayne Miller and Mark Arruda explains life insurance as an asset.

COLUMNS

TAX & ESTATE PLANNING
Understanding how new caregiver rules affect your clients.
by Jamie Golombek

Technology & Social Media
How companies miss the mark with half-baked digital strategies.
By Syed Raza

 

Next issue: Meet the new Chair of Advocis.

FORUM magazine May 2017

Editor's Journal
Estate planning could be your new USP.

Openers
What life insurance buyers want.

Advocis News
Association updates and events.

The Final Word
Financial wellness is the future.
By Greg Pollock

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