Why Mutuality Matters for Financial Professionals
In the financial services industry, you’re continuously evaluating where you can best serve your clients, grow your business and build a meaningful career. While compensation,…
September 5, 2025
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6 min read
Looking for a Firm That Listens to Its Financial Professionals?
In a profession built on trust, relationships and long-term vision, financial professionals know that success isn’t just about numbers, it’s about being part of something…
August 25, 2025
| 7 min read
Effective Succession Planning Tips for a Financial Practice
Thompson Financial Group (TFG) has a long history serving clients in the Northern Maine farming community. Started by Potato Farmer Art Thompson in the 1960s,…
August 4, 2025
| 7 min read
Run Your Business Your Way: Break Free from Firm Limits
For many financial professionals, building a career under the banner of a large firm once made sense. There was structure. There were resources. There was…
July 25, 2025
| 7 min read
The Importance of Professional Development and Peer Support
In financial services, success depends on more than technical knowledge or sales performance. Professionals who build long-term, sustainable careers often do so by engaging in…
July 18, 2025
| 6 min read
When Your Broker/Dealer or RIA Sells: Facing Business Disruption
In the world of financial services, change is inevitable. But some changes cut deeper than others. If you’ve recently found yourself grappling with the aftermath…
June 27, 2025
| 8 min read
Succession Planning Strategy for Your Financial Services Business
The financial services marketplace is changing fast. Several dramatic shifts are happening simultaneously to create extraordinary opportunities over the next 15 to 20 years for…
April 30, 2025
| 6 min read
Why Second-Generation Financial Professionals Chose Their Family Path
If you’ve grown up as the child of a financial professional—whether your parent is a life insurance agent, tax expert, financial planner or all the…
September 23, 2024
| 7 min read