About the author: Steph Kotlarek Business development representative Steph began her career at Advicent as a mid-market business development representative after returning from the Peace Corps in Costa Rica. Steph is passionate about FinTech and developing her career in the financial industry.
Preparing your clients for the certainty of uncertainty You have created what appears to be the perfect plan for your client – then something unexpected happens. Something that neither you nor your client could have expected has thrown their plan out of whack. Read More
Adopting technology to meet client expectations Technology is evolving constantly, always updating. There is always the newest and greatest with which we find ourselves trying to keep up. Read More
Helping your clients "spring clean" their financial plans Although the financial plan may have made perfect sense when it was started, life happens, things can fall out of whack, and priorities change. As an advisor, you can remind your clients of this; touch base and keep the plan relevant. Read More