Subscribe

Game-time play: Know your value as a financial advisor

The planning, investing and discipline that financial advisors provide can dramatically affect a family’s choices for generations to come.

Like much of the football-loving public, I’ve been fascinated by the recent turn of events at Colorado University, Boulder, especially since it deals with something so critical for financial advisors.

A year ago, I couldn’t have told you the first thing about CU Boulder’s football program,

Subscribe or log in to read the rest of this content.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Bring your authentic self to your clients

Be yourself and embrace what makes you unique - that's what clients are looking for.

Ways to network better with CPAs

A study found that after firms' current clients, accountants provide the most referrals, contributing almost 11 percent of a firm's new prospects.

7 ways to encourage women to pursue financial advisory careers

Firms benefit from different points of view and diversity; if women are underrepresented on your team, take steps to change that.

What advisors should consider before participating in awards season

Look at the award from the point of view of your clients and prospects before accepting.

3 ways to jump-start your growth in 2024

As the new year begins, it’s beneficial to challenge yourself – and your practice – and set strategic goals for the future.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print