617.209.2224

CLIENT PORTAL

ADVISORS

Relentless - The Blog

    Posts about

    Financial Advisor

    Is Indexed Universal Life Insurance (IUL) Worth It?

    Is indexed universal life insurance (IUL) worth it? For the vast majority of people it is sold to, no. And the reason has less to do with the math than with how good certainty feels. A high-profile lawsuit shows exactly how it happens. When something sounds too good to be true, what exactly happens in our brains? That’s the question I’ve been thinking about after reading about NASCAR driver Kyle Busch’s lawsuit against Pacific Life over indexed universal life insurance policies.

    Swim Coach or LifeGuard? Navigating Financial Rip Currents

    A rip current doesn’t care that you know how to swim. The job is to build the resilience before the...

    THE POWER HITTER

    It is one thing to deliver an investment process. It is another to own it. First pitch of the game....

    BUILDING A NEW LEGACY: PETER KALIANIOTIS ON DEBT, INFLATION AND BECOMING A FINANCIAL ADVISOR

    what happens when the life you know disappears?

    Change as Opportunity: Navigating Advisor Transitions with Confidence

    Change has a way of forcing us to stop and think.

    A Financially Fit Life: Ben Beck on CrossFit, Investing, and Family

    Today we speak with Ben Beck, CFP®, Managing Partner & Chief Investment Officer at Beck Bode, a...

    From Clients to Advocates: How Financial Advisors Can Earn Referrals

    I’ve been thinking about referrals lately: how to ask for them, whom to ask, when, etc., etc. There...

    Fee-Based Vs Fee-Only Financial Advisors: How Does Your Financial Advisor Get Paid?

    AI-Generated Summary: The key difference between financial advisors is their compensation...

    Preparing for Life After Selling Your Financial Practice

    There are financial advisors who, after years of cultivating a client base and looking to sell...

    The Advisor-Client Relationship: A Parallel to Doctor-Patient Dynamics

    I like the analogy that is occasionally used in our industry, which finds parallels in the...
    Prev 1 2 Next