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7 Ways to Position Yourself to Serve High-Net-Worth Clients
Thursday, April 11, 2024 Commonwealth As the wealth landscape evolves, the number of high-net-worth individuals is on the rise. And that means financial advisors who can cater to their complex needs will be in high demand. Are you prepared to meet the challenge?
Guide
7 Reasons Business Owners Use Premium Financing To Retain Capital
Thursday, November 2, 2023 Universal Financial Consultants Retaining capital is a fundamental strategy for business owners because it plays a pivotal role in fueling growth and securing a company's financial future.
Guide
7 Key Risks to Avoid in Your Financial Advisory Practice
Wednesday, August 23, 2023 Commonwealth Clear a path to long-term success with actionable tips to help you evaluate your firm’s potential liability.
Guide
Identifying Inflection Points in Your Business
Tuesday, May 30, 2023 Commonwealth Whether you run a solo practice or a multiadvisor firm, if you’re looking to take your business to the next level, it may be time to take stock of where you are and decide if you’re at a critical growth juncture.
Guide
A Blueprint for Building an Enduring Practice
Monday, April 24, 2023 Commonwealth What your business needs to thrive now—and for many years to come.
Guide
The Ultimate Retirement Income Planning Guide for Advisors
Wednesday, February 22, 2023 Commonwealth Our free download helps you prepare your clients for the next phase of their life.
Guide
Advanced Financial Planning Strategies for High-Net-Worth Clients
Thursday, January 19, 2023 Commonwealth Download our guide to explore creative, comprehensive financial planning solutions for your high-net-worth clients’ unique needs so you can win and retain their business.
Research / Report
No Collateral Premium Finance
Wednesday, December 21, 2022 Universal Financial Consultants One agent placed $1.5M in target premium through this program just in the last 4 months!
Guide
Get Your Next Conversation Started Using This Proven Sales Script
Tuesday, November 15, 2022 Universal Financial Consultants Over the past 30+ years, Premium Financing has proven to be a successful strategy for qualified clients looking to protect assets and generate wealth without disrupting cash flow they could be using for investment opportunities. With current interest rates at a historic low, now is a great time for qualified individuals to take advantage of Premium Financing.