As we move into 2025, the cost of living remains high across the U.S., from rising grocery bills to steep mortgage rates. Car insurance costs are no exception, with premiums climbing even higher than in 2024. According to a recent report from Bankrate, the national average annual premium for full-coverage auto insurance increased by 26% … Read more
In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. Today, the industry has evolved further, with a growing emphasis on aligning financial decisions with clients’ personal priorities and … Read more
With Donald Trump set to become the 47th President of the United States, it’s natural to wonder what this new administration could mean for your finances. For most people under 30, a change in leadership might not significantly impact financial planning. In your 20s, you’re often not earning enough or rich enough for a president’s … Read more
Welcome everyone! Welcome to the 410th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Emily Biehler. Emily is the co-founder of TrailWise Financial Partners, an RIA based in Golden, Colorado, that oversees approximately $80 million in assets under management for 200 client households. What’s unique about Emily, though, is how … Read more
For many years, the traditional career track for financial advisors has been an ‘eat what you kill’ model – where advisors must independently find, convert, and manage their own clients. As such, it isn’t uncommon for an advisor’s first few years to be characterized by long hours, high rejection rates, and low pay. For many, … Read more
