How do you know it’s time to move to online SaaS tools even when legacy FinTech software works?

In this second part of a two-part series, Paul encourages you to help create a clear picture for your clients.

How valuable can a financial advisor be to a recently married young couple?

Paul Kingsman is a guest vlogger for Moneytree Series. In this first part of a two-part series, Paul asks you what does success look like and encourages you to look where you’re heading.

On our webinar for Advisors (October 1), Paul Kingsman shared some great, effective language advisors can use to build their businesses. Now, Paul will be a guest contributor to our blog for the rest of this month. Today he’s giving us a helpful tip to make the most of next year, starting now.