Lincoln Financial Advisors-Sagemark Consulting

Fiscally Fit: Lincoln Financial Advisor Richard Harris

By Ellen Uzelac | July 1, 2009

It's not every day that you see a 64-year-old financial advisor doing push-ups with each hand and one foot on medicine balls in front of...
How to Connect with Estate-Planning Attorneys

By Ellen Uzelac | October 1, 2006

It's no secret that estate-planning attorneys are a rich referral source. But how do you get close to them? That's the mystery. "They're tough nuts to...

Advisor Tools

Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.