Learning Center

Engaging the Next Generation of Clients

Millennials and Gen Zers are on deck as the next generation of investors. We compiled millennial and Gen Z investment trends and attitudes to help you meet the needs of this increasingly powerful client base. …

5 Surprising Benefits of Becoming a Financial Advisor

As a Wealth Management Advisor with Farm Bureau, you'll have a flexible career running your own business. From improving your community to experiencing work-life balance, here are five ways a career as a financial advisor can improve your life. …

Meet Your Farm Bureau Wealth Management Support Team

Discover who's who on your wealth management support team at Farm Bureau. …

4 Ways Wealth Advisors Get More Face Time With Clients

If you're not meeting with clients, you're not growing your business. Here are four ways to streamline your daily wealth management operations so you're getting as much time as possible with clients. …

5 Warning Signs to Watch for When Switching Firms

If you're looking to switch firms, it's critical that you find the best fit that offers the support you need to grow your wealth management business. We offer five warning signs to watch for when switching firms so you can be sure you've found the right fit. …