Learning Center

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.

Working With Clients Who Have a Small Investment Portfolio

A small portfolio client brings a unique set of needs. Learn how you can help meet those needs while also growing your business.

How to Talk to Your Clients About Investment Myths

Are your clients convinced they can time the market? Or perhaps they think gut investments are good as gold. Here's how you can debunk common investment myths and steer your clients in the right direction.

Should You Become a Farm Bureau Wealth Management Advisor? The Top 5 FAQs Answered

We've compiled a list of our most frequently asked questions to help you as you decide if Farm Bureau would be a good fit for you.

Why I Joined Farm Bureau: Wealth Management Advisor Ann Frigon Finds Community at Farm Bureau

Learn what Kansas native Ann Frigon loves most about her job as a Farm Bureau Wealth Management Advisor.