Jay Coulter & Jay Hummel share some of the major industry trends that they see having an impact on your business next year. This includes the dramatic growth of Direct Indexing, aggressive enforcement of Reg BI and how the SECURE Act will drive the need for more outsourcing. Also, changes in M&A deal multiples due to a lack of organic growth.
Frank LaRosa of Elite Consulting Partners comes on The Resilient Advisor Podcast to share his thoughts on the current state of M&A in our industry and some of his best practices on executing a viable strategy in 2020.
Building a 'niche' can be one of the most daunting tasks an advisors faces. The reality is that most make the process more difficult than it needs to be. Jay Hummel of the Wealth Advisor Growth Network shares his strategy for building a profitable niche on this episode of the Advisor Growth Series.
Fixed Index Annuities are controversial. In this in-depth episode, Brad Johnson and Jay Coulter discuss the prudent applications for FIAs that every advisor should consider where appropriate. If you have a built-in bias against FIAs, this episode could help you look at the tool through a new lens.