Learning Center

Creating an Effective Financial Advisor Transition Plan

Transitioning your wealth management business to a new firm is a big move. Here's how to create an effective transition plan. …

Why I joined Farm Bureau Financial Services as a Wealth Management Advisor

There's no better time to help people than today. Here's how this Kansas native is partnering with Farm Bureau agents to build trust and change lives. …

8 Proven Ways to Find Wealth Management Clients

The question: How to get clients as a financial advisor? The answer: Go beyond traditional methods. Here are eight ways to grow your wealth management business. …

How Financial Advisors Can Better Serve Underserved Populations

Sometimes, the people who need financial guidance the most are the ones who are the least likely to receive it. We review which populations may be the most underserved by financial advisors and what you can do to better serve these populations. …

At the Ready: Meet the Wealth Management Operations Team

As a Farm Bureau Wealth Management Advisor, you'll have access to the Wealth Management Operations team. We dive into what this team does and how it can help your business succeed. …