Embracing Fintech to THRIVE
Consumers still desire human touch in financial planning BY PARESH SHAH At the MDRT Top of the Table Conference in 2021, I took part in a long discussion with my fellow advisors on a burning […]
Consumers still desire human touch in financial planning BY PARESH SHAH At the MDRT Top of the Table Conference in 2021, I took part in a long discussion with my fellow advisors on a burning […]
A CONVERSATION BETWEEN PHIL CALHOUN AND DANNIEL WEXLER Phil Calhoun: Danny, your law career has specialized in and focused on estate planning — mostly for business owners. With the many business owners that you’ve worked […]
Providing peace of mind is priceless BY EMILY ROSE In early 2020, the world changed. We experienced a fast, dramatic global transformation; every person, in every walk of life, was impacted, both personally and professionally. […]
BY DENNIS HEALY Roughly 47 million Americans left their jobs voluntarily in 2021, according to the U.S. Bureau of Labor Statistics. And the “Great Resignation” hasn’t shown signs of stopping yet. As employers struggle to […]
It was great to see you all — finally IN PERSON at the 2022 LAAHU Annual Symposium themed “Nothing’s Gonna Stop Us Now!” “Embracing” the occasion were 245 enthusiastic insurance professionals gathered at the […]
BY ADDIE MURDOCK Unlike many other careers, being a financial advisor is not a 9 to 5 job. And while we often have flexibility with our hours, it’s no secret that the work we do […]
California Broker Magazine ©