NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Professional athletes are notorious for earning staggering salaries—so why do so many of them end up broke? Use these anecdotes as talking points with prospects and clients to help drive home the importance of a solid financial plan.
Landing pro football players as clients might seem as competitive as the game itself, but a new program designed to match FAs with NFL players may improve your chances. Here's a profile on prospecting football players and helping them keep score of their finances.
Many athletes have outlandish incomes—and spending styles. Planning with an eye to the long term can help them avoid substantial debt. Consider the cases of Dennis Rodman and Boomer Esiason.
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The AI-Powered Financial Advisor
Begins November 20, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025