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Financial professionals should be prepared to have conversations that may have seemed off the table a few months ago. Here are a few topics you should consider bringing up today to help set your clients up for a successful future.

Across the country, work and life as we knew it ground to a halt and we entered a radically different landscape. In the insurance and financial services industries, financial professionals have been faced with the need to adapt their approach to work to stay afloat.

At the beginning of the year (or your fiscal year) you set a budget, based on a certain run rate of sales to expenses. Whatever you run, you will guesstimate your sales and the expenses required to make those sales.