Advisor Trends - Page 4 | Jump

A insurance agent speaking with a couple in a meeting room.

Client Acquisition

How to Be a Successful Insurance Agent For The Long Term

Two advisors talking about the potential breach of fiduciary duty penalties.

Compliance

Breach of Fiduciary Duty Penalties Explained: Fines, Sanctions, and How to Avoid Them

A financial advisor creating a business plan at his desk.

Practice Building

How to Create a Financial Advisor Business Plan That Scales

An RIA that is focused on growing their practice.

Practice Building

How to Grow Your RIA Practice in 2026

An insurance agent shaking hands with a new client.

Practice Building

How to Grow Your Insurance Agency Faster and Smarter in 2026

An RIA speaking with a client in their office.

Practice Building

IBD vs RIA: The Differences That Matter

A financial advisor asking a couple questions related to whether they have held away assets or not.

Firm Management

5 Reasons You Should Ask Clients About Held-Away Assets

An RIA calculating the costs to run his business at his desk.

Firm Management

RIA Startup Costs and the Real Price of Independence

A financial advisor following a client engagement strategy while talking with a client.

Client Engagement

6 Client Engagement Strategies Top Financial Advisors Use

An advisor executing an outreach strategy on a prospect call.

Client Acquisition

Personalized Prospect Outreach Strategies for Advisors