Mark O’Farrell

CE Course: Challenging Dynamics for Executors; Boom or Bust for Advisors?

This course explores how financial advisors can enhance their practices by learning how to advise executors.

By Mark O'Farrell |May 8, 2015

1 min read

Will assets pass away with your clients?

Only 2% of heirs plan on keeping assets with their parents’ advisors, according to Investor Economics. This means you’ll likely lose assets to other advisors. And lack of loyalty is just the tip of the iceberg.

By Mark O'Farrell |March 11, 2014

3 min read