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Wealth Management
Why is it Important to Include a Personal Property Appraiser on your Wealth Management Team
Jean O'Brien discusses the benefits of having a Personal Property Appraiser on your wealth management team.
Richard Kersting’s Top Tips for Wealth Management in 2019
How has the wealth management landscape developed recently and what has influenced this?
The thing I love the most about our industry is that it is always changing. In addition to changing market conditions, there are new products…
Putting Customers First & Protecting Their Assets: Equiom
Equiom is an international professional services provider with a strong presence in Europe, Asia, the Middle East and the Americas. The company specialises in providing bespoke solutions to both private and corporate clients to assist with…
The Key Things to Consider Before you Retire
For the past 16 years, Melanie White Terry has been working through her financial advisory firm, Harbor Financial Group. Her clients are primarily busy and highly successful professionals or entrepreneurs that have comfortably broken the…
Why Work in Insurance?
Austin Newkirk began his insurance career at a local agency in his hometown of Toccoa, GA and later on transitioned to Country Financial for an expansion of opportunities. Currently a sales leader for the firm’s local office in Toccoa, his…