Sep 30, 2020 | Advisors, Credit Unions
How Credit Unions Can Engage More Members with Holistic Advice Credit union members and their households really like credit unions. They exhibit high levels of trust in credit unions, preferring credit unions over all other providers of financial services. And...
Sep 15, 2020 | Financial Planning, Study Groups
During last week’s Kehrer Bielan virtual study group on developing holistic advisors, the conversation on Reg BI turned to the controversy between the CFP Board and the SEC on the standard of care. Capital Rock’s Connor Thomas noted that the CFP used to be the only...
Sep 1, 2020 | Financial Planning
We are advocates of financial planning because we know that planning is a catalyst to more holistic conversations and deeper relationships leading to assets and revenue growth. Clients want their advisor to know them. They are looking to their advisor to provide...
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