The Financial Plan Is Complete – Now What?
By Jonathan Bernstein, Stringer Asset Management According to ThinkAdvisor, between 2007 and September of 2016, the number of CFP professionals in the United…
Author Jonathan Bernstein, Stringer Asset Management
Holidays Are a Gift: Don’t Miss the Opportunity to Meet the Kids
By Jonathan Bernstein, CIMA, Stringer Asset Management According to research conducted by Cerrulli Associates in 2014, the average age of a financial advisor…
5 Secrets for Growing Your Advisory Practice
By Jonathan Bernstein, CIMA, Stringer Asset Management Over the past two decades we have been very fortunate to have worked with some…
The Business of Financial Advice – Then and Now
By Jonathan Bernstein, CIMA, Stringer Asset Management Help Wanted Recent statistics in the financial services industry point to a pending consolidation of…
Successful Financial Advisors Have a Process
The financial services industry is a challenging entrepreneurial undertaking whose failure rate is exceptionally high. Some studies estimate that over 70% of…
The Practice Management Game of Behavioral Finance
Market volatility not only creates an environment rife with behavioral errors, it can also rob even the best financial advisors of productivity…