Your Thriving Practice

Global Atlantic Financial Group

A leading retirement and life insurance company.

Published Apr 27, 2023

This month, we’re sharing tips on how financial professionals can improve their initial client meetings, analyzing the pros and cons of robo-advisors, and offering insight on how the rise of the ‘gray divorce’ can impact the financial services industry. Check it all out below.

5 tips to ace the first meeting with a new client

There can be a lot riding on an initial one-on-one with a new client. We spoke to two financial professionals — Nancy Nawn, CFP®, CIMA®, MBA and Taylor Venanzi, CFP® — to find out how they get the most out of these crucial meetings.

How to make the most of your initial one-on-one

How to market your personal brand

For financial professionals, establishing a personal brand is only step one. So what comes next? In the second of a two-part series on Your Thriving Practice, we look at how to market yourself once you’ve identified what makes you unique.

How financial professionals can market their brands

The most common debt ceiling questions, answered

Congress is running out of time to act — lawmakers likely need to raise the debt ceiling sometime this summer. What does this uncertainty mean for investors? We answer some of the most common questions that your clients may have.

The debt ceiling and what it might mean for your clients' portfolios

The pros and cons of robo-advisors

Robo-advisors are a significant part of the wealth management sphere, so how do flesh-and-blood financial professionals compete with their AI counterparts? We talk through some of the pros and cons of robo-advisors and what makes a human stand out.

The pros and cons of robo-advisors