Learning Center

How to Refine Your Wealth Management Elevator Pitch

Use our step-by-step tips and sample elevator pitch for financial advisors to more effectively communicate your value and engage prospective clients. …

How Farm Bureau Wealth Management Advisors Serve Their Communities

For over 80 years, Farm Bureau Financial Services has built a reputation of establishing deep relationships within the local communities we serve. …

How to Set Business Goals for the New Year

Are you ready to close the books on 2020? Before you do, take some time to reflect and build goals that can help make 2021 your best year yet. …

Why I Joined Farm Bureau: Meet Regional Manager Lisa Smith

Farm Bureau's dedication to its wealth management advisors is unmatched. Here, Lisa Smith shares how she built her career. …

5 Powerful Referral Ideas for Financial Advisors

Client referrals are a great way to grow your wealth management business. Here are five tips for getting referrals from current clients. …