There are endless rewards to using credit cards strategically. Carrying a balance negates them all. That’s the subheading of the Wealth Management Magazine article. An excerpt: As a frequent traveler, I combine my loyalty to Southwest Airlines with the Southwest Rapid...
One of the highest professional honors is being hired by other members of the financial services community. Our firm is excited to announce the strategic alliance with Potomac Fund Management in bringing financial planning strategies to its staff. An excerpt (remember...
A Cerulli study shows that of the roughly 103,000 advisers who plan to retire by 2030, 26% are unsure of their succession plans. “How do I sell my financial advisory practice or book of business?” Vance Barse, CPWA®, AIF®, who has lectured on succession planning and...
With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios. That’s the subheading of the InvestmentNews article. An excerpt: “It is coming up in every single conversation,” said Vance Barse, founder of Your Dedicated Fiduciary....
Jumping from the employee channel to build an independent advisory practice is increasingly easy—except when it comes to health insurance. That’s the subtitle of the article. An excerpt: Advisor Vance Barse of Your Dedicated Fiduciary in San Diego, Calif. operates...
First and foremost, financial advisors run businesses based on relationships that are a mix of professional advice and personal attention. Face-to-face meetings are crucial for both advisor and client in forming a trusting and long-lasting relationship. That’s the...
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