Archives February 2022

Weekend Reading for Financial Planners (Feb 26-27)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the release of the IRS’s long-awaited SECURE Act regulations, which clear up many questions advisors had about how the law’s provisions will apply to IRA beneficiaries after the original owner’s death in numerous scenarios (such as what to …

Gabi Car Insurance Review

Key Takeaways

  • Gabi is an insurance comparison site that lets consumers compare insurance quotes across more than 40 providers in one place.
  • In addition to auto insurance quotes, Gabi lets you shop for homeowners insurance, renters insurance, umbrella insurance, and more. Gabi also lets you shop for multiple types of coverage at the same time.

#FA Success Ep 269: Accelerating The Fee-Only Transition By Acquiring A Commission-Based Book Of Business, With Michael Hartman

Welcome back to the 269th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Michael Hartman. Michael is the founder of Hyperion Financial, an independent RIA based in Shillington, Pennsylvania, that oversees almost $60 million in assets under management for 75 client households.

What’s unique about Michael, though, is how …