Far from the infamous annuity sales pitches made over rubbery catered meals, seminars can play a crucial role in a financial advisor's marketing strategy, helping to boost the client base. Processing ...

Back in January, deep into the throws of winter, I wrote about the duality of marketing and prospecting, emphasizing the benefits to advisors who embrace both activities in their pursuit of client ...

This holistic wealth management approach may seem daunting to many advisors, but it does not entail becoming an “expert” in all things financial. However, it does require an advisor to strategically ...

Pat Vitucci, a Bay Area Independent Financial Advisor, will be conducting special seminar/workshop in San Rafael on Thursday February 20 at the Four Points Sheraton beginning at 7pm. Co-hosting the ...

Here are seven lessons for new advisors: When starting out, every advisor will face moments when optimism fades after clients ...

Pat Vitucci, a Bay Area Independent Financial Advisor, will be conducting two special seminar/workshops: one in Brentwood at Noon and another in Livermore at 6pm, both on November 14. Co-hosting the ...

Doug Wintemute is a staff writer for Forbes Advisor. After completing his master’s in English at York University, he began his writing career in the higher education space. Over the past decade, Doug ...

Explore the pros and cons of large and boutique financial firms to find which suits your advisor career best—support and training, or autonomy and client focus.

Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.