Update December 2018 Financial professionals have always considered themselves to be in the relationship business. The image of the small town insurance agent who knows everyone (and everyone's business) is deeply ingrained into our minds. Often they were the only source of information for their clients. That made them one of the pillars of the community and they were trusted advisors. But the world has changed. Whether someone lives in a rural town or a booming metropolis, they are only a few mouse clicks away from a wealth of information on products, markets, and prices. Your customers don't have to rely on you anymore. They … [Read more...]