Learning Center

Home-Field Advantage: How to Grow Your Wealth Management Business Within Your Community

Get more involved with your neighbors and local organizations to expand your business and personal footprint in the community-at-large. …

How Government Regulations Affect Financial Advisors

Most advisors expect more, not fewer, regulations in the future. Here's how to plan for the impact of regulations on your wealth management business so you can remain profitable. …

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. …