Welcome to Insights, the written side of Beyond The IMO. This is where I publish what I am thinking, what I am learning from advisors I work with, and what I believe needs to change in the financial services industry. If you want the unfiltered, advisor first version of how this business actually works, you are in the right place. New posts go up regularly. Scroll down for the latest.
If I Could Change One Thing About the Insurance Industry, This Would Be It
There is a growing movement asking advisors to be more transparent with their clients. I support that. But why is all of the pressure pointed at the advisor, and almost none at the carriers and IMOs above them?