Beware the “Butcher”: A New Scam Tricking Your Heart To Stealing Your Wallets
If you haven\’t heard there is a new online scam called \”pig butchering\” you need to be aware of. It\’s not your typical phishing attempt,
As a Secure Financial Group Partner, you will remain an independent financial professional while gaining a support team including:
Beware the “Butcher”: A New Scam Tricking Your Heart To Stealing Your Wallets
If you haven\’t heard there is a new online scam called \”pig butchering\” you need to be aware of. It\’s not your typical phishing attempt,
Unlock Growth: The Advisor’s Success Blueprint
A clear plan focusing on clients with the right team is the blueprint Advisors need to grow their business. Learn more with Bryan E. Spencer
Building Winning Practices: Through Relationships and Networking
On the inaugural episode of our new podcast, Building Winning Practices, Bryan Spencer sits down with special guests Mark \”MJ\” Josefczyk from RIA Golf Outing and Randall Joseph from Secure Financial Group and Secure Asset Management\’s Chief Compliance Officer. They discuss the importance of relationships, networking, and community in building successful financial advisor practices.
7 Powerful Tips to Supercharge Your Online Meetings
Virtual meetings are now a staple in our tool box of business tools but they can easily become time-wasting distractions without proper planning and execution.
Financial Advisors Face Looming Retirement Wave: Are You Ready?
We seem to be adding new phases, terms, and words to our ever-growing list of shorthand used to describe our changing world. Lately you have
Preserve what You’ve Built and Envisioning Your Retirement
The first step in a succession plan is to envision what retirement means to you. Does it come at a certain age or when you’ve
37% Of Financial Advisors Expected To Retire Over Next Decade
You’ve spent a career helping clients prepare for retirement. But have you taken the time to think about your own? Industry-wide, the shockwaves are forthcoming:
Maintain and Grow AUM with securities-based lending
Great financial advisors have their eyes on the short-term and long-term goals of their clients. They are often building bridges between where clients are today
The Impact of Taxes on Your Client’s Investments
Good news…the Treasury Department and IRS pushed back the tax filing deadline for individuals to May 17, 2021. The bad news…it is too late to
10 Tips for holding effective online client meetings
1. Choose the right technology for the job and think about the things you want to accomplish during the meeting. Will you need to show