As a recent graduate of the Milwaukee School of Engineering, Dan likes to bring his technical background into understanding the FinTech industry. Paired with a desire to help others, he is working to make sure everyone has a chance to succeed in what they are doing.
One of the biggest issues on the minds of financial advisors since the second half of 2015 has been the DOL rule.
Many advisors struggle to find prospects and qualify individuals that would be a good fit for the advising they offer. As it turns out, many advisors may be imposing too many restrictions on themselves without even realizing on what they are missing out.
Many people will tell you that it is important to always be planning ahead in life. This applies to many aspects of life, but it really just boils down to being prepared for whatever may come next.
With 2017 just around the corner, it is time to start finalizing business plans and budgets for 2017.