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    In The News

    Hidden Value: How to Help Retirees Pick the Right Life Insurance

    Hidden Value is a new column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week Joe tackles how to help clients pick the right life insurance. 
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    In The News

    Will Siri Take Your Job?

    Technology and the future of your practice Technology is advancing faster than ever before. Who knew that dial-up internet would morph into voice assistants like Siri and Alexa? For financial advisors, this breakneck pace makes you wonder: is a nameless robo-advisor after my clients, or are clients just going to start asking Siri for financial advice?
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