Learning Center

Why I Joined Farm Bureau: Meet Wealth Management Veteran Marty Rapp

If you think being a wealth management advisor means being chained to a desk every day, Marty Rapp, Farm Bureau advisor, would like to set the record straight.

6 Reasons Women Should Work in Wealth Management

Wealth management is a career that offers autonomy, flexibility, and the opportunity to help the 54% of women who have never participated in a retirement plan.

How Financial Advisors Can Communicate Risk to Clients

Your client wants to make an investment that you see as a potential mistake. Here's how to communicate your concerns while respecting your client's position.

3 Digital Marketing Strategies for Financial Advisors

Having an online presence is essential for business growth. Start by following these three marketing strategies for financial advisors.

5 Ways to Find Wealth Management Clients

Wealth management advisors know the growth of their business relies on lead generation. Grow your portfolio with these tips for finding wealth management clients.