Employee ownership of businesses has been around for many years, but the different models are still widely misunderstood, forgotten, and even shunned — including by accountants. The most popular model ...

Rolling out a new account management app is an exciting step for a brand, but getting clients to download and actively use it takes a thoughtful strategy. Whether you’re encouraging existing customers ...

Contest judges liked the trusted contact idea. They named Angelone a Forbes | SHOOK Best Idea Winner at a recent conference.

A complete estate plan is an essential step in the financial planning process that is often overlooked. Coaching clients through the process and revisiting their estate plan regularly can help them ...

Effective preparation is essential to make the most of mediation. This article will highlight practical strategies and advice that should be considered as you advise your clients through this major ...

You’ve set an appointment with a new potential buyer client – congrats! But, now what? Successful agents send a real estate buyer questionnaire to all buyer leads. This will not only save you time in ...

“Your friends may have wanted to do business with you for a long time. The thing they haven’t figured out is why they need you.” A New York advisor shared this observation years ago. Put another way, ...

Born in Omaha, Nebraska, Stoy graduated from Drake University with a BSBA in finance and a minor in business law and insurance. A former college athlete and teen development officer at the Boys and ...

No matter how well-crafted a client’s financial plan may be, there are some things that can’t be controlled—most notably, returns. This lack of control around returns may be troubling, given how ...

Articulating your value proposition as an advisor is harder than ever due to changes in the industry that have advisors both racing to increase their breadth of services and compete against new ...

Gerard Fischer's American Family Insurance in Godfrey partners with local businesses to provide expert claims support and ...