Welcome to Financial Advisor IQ

March 25, 2014

Show Clients the Bonanza of Postponing Social Security
Many don’t grasp how waiting to collect will swell their benefits.
Edward Jones Breakaway Says the Firm Serves “Kool-Aid”
Advisor now counsels other FAs thinking of striking out on their own.
Post-CFP Designations for Niche Advisors
Those who wish to specialize have lots of courses to choose from.
Couples Who Retire on Different Timelines
Partners should be more or less in sync, prepared for bumps along the way.
Are You Late to the Party When It Comes to Technology?

Some advisors still use fax machines or snail mail to get client signatures for transactions; others wouldn't know Skype from Pinterest. Are you one of them?