Using "Top Gun" and "Planes, Trains, and Automobiles" as references, we discuss identifying your top producers' locations and planning travel for remote areas. Learn how to ensure a packed calendar filled with high-value meetings.

One of the most challenging tasks a financial professional performs is helping families believe in their financial potential. We think it's also some of the most meaningful work a person can do.

Recently, my wife and I were enjoying dinner at a friend's house. A question was asked that began an enthralling conversation. If you could be a character from a TV show, who would you be and why…

After 20 years of helping married couples work on relationship issues, Chapman realized that just as people come in various shapes and personalities, so does their choice of expressing and receiving love.

If you’re a financial wholesaler, here are three tips to get the best results from your appointment-setter: define success, set clear success targets, and then get out of the way.

I have concluded there is no single personality profile for a great leader. There are successful, evergreen practices we can copy from those who excel in this role.