WHY DO FINANCIAL ADVISORS COME TO FAT-STACK.COM?
Whether you're ready now, or just curious about what other firms might be offering, Fat-Stack can help.
The business is changing, says Jonathan Burkan, a wealth advisor with UBS. It's not just stocks and bonds anymore, and that means advisors must do a better job of helping clients think about estate, tax and retirement planning -- not just about the market.
Is there a better model for retirement planning? Michael Falk, partner with Focus Consulting Group, explains why advisors should shift their focus from stockpiling assets to covering clients' expenses.
Adri Miller-Heckman is a leading authority on women in the financial services industry. Adri is a highly passionate and motivational coach and speaker who’s edgy style and “out of the box” approach challenges women to step out of their comfort zone and fully engage their strengths as women. In her book Keys to the Ladies Room Adri provides a new business model based on a more purposeful process that accelerates business growth.