Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of experience. In an increasingly crowded advisory marketplace, sustainable growth ...

Shannon McLay, the CEO and founder of coaching advisory Financial Gym, is celebrating the Securities and Exchange Commission’s greenlight of an affiliated RIA that she expects will prove her model of ...

Mastery over finances gives people more choices. A good financial cushion can make retirement feel more realistic and allow you to go on a vacation every year. Unfortunately, financial stability isn’t ...

Making financial decisions isn’t for the faint of heart — and that’s exactly why you’ve likely ended up hiring a financial advisor. They are pros at helping you sort out all those messy numbers. But, ...

Many younger advisors today start their books looking for so-called “HENRY” clients (“High Earners, Not Rich Yet”) in the hopes that building relationships with successful younger professionals will ...

To advisors who would ask, “Do I need a personal coach?” I respond, “Michael Jordan had one, and Tiger Woods employs one.” Even the best financial advisor can benefit from a coaching relationship, ...

Focal, the AI-powered productivity platform purpose-built for financial advisors and enterprise wealth teams, today announces an integration with Shaping Wealth, the leading provider of behavioral ...

John Napolitano, CEO of U.S. Wealth Management, has often described advisors as being the head coach for their clients, and after attending several seminars he became convinced that coaching was the ...

This revolutionary AI is the result of a unique collaboration between Eric McLoyd, Sr., a seasoned financial advisor and coach, and his 16-year-old son, Eric Jr., whose fascination with technology ...

GLASTONBURY, Conn., Oct. 29, 2025 /PRNewswire/ -- In 2023 Gateway Financial Partners launched the Gateway Growth Partnership as a strategic initiative to deepen relationships with its advisors and ...

In the NFL, even the best players have to earn their spot every season — and the people managing your money should be held to the same standard. Sheldon Day’s NFL story began with a narrative that is ...

Focal, the AI-powered productivity platform purpose-built for financial advisors and enterprise wealth teams, today announces an integration with Shaping Wealth, the leading provider of behavioral ...