Tax Planning Academy: Part Two. Tax Smart Portfolio Transitions

Jul 30, 2015

This week, John Anderson is doing what he always preaching about – outsourcing. He’s asked Dean Mioli, our resident Tax Doctor, to follow up his Tax Planning Academy webinar series with information on minimizing the tax bite on transitioning taxable portfolios.

Watch today’s entertaining video blog with John and Dean, and read important information on tax education and management.

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3 Ways Advisors Can Fulfill Suitability Requirements

One of the greatest skills a financial advisor can possess is the ability to listen to a client’s situation, understand the client’s aspirations/fears and translate that into a comprehensive financial plan.

The strength and longevity of client relationships can be directly tied back to an advisor’s ability to set appropriate expectations with clients, so it behooves advisors to master that skillset. From a fiduciary perspective, the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) translate the skill of setting expectations into a requirement to adhere to suitability standards to ensure that clients are being treated fairly.

Today’s blog post by John Frownfelter delves into ways you as an advisor can set client expectations and fulfill suitability requirements. Read and weigh in by leaving a comment beneath today’s blog post.

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Advisor Fee Survey: How Are You Charging?

Jul 23, 2015

John Anderson’s personal rule has always been that if one person asks something, three people are thinking it. And if three people are asking, you need to address it with everyone. The biggest topic today, however, is around fees – and more than three people are asking!

With the help of Bob Veres of Inside Information, we are asking financial advisors across the county to participate in a short survey about the state of fees. In effect, we want you to become the source for the research for an upcoming paper.

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Market Minute Video – July 17, 2015

Jul 17, 2015

A cupcake ATM? For those of you with a sweet tooth, this is likely wonderful news.  But at $4.25 for a people cupcake, or $5 for two doggie cupcakes, this […]

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Doctoring the Advisor-Client Relationship: 3 Ways to Create a Partnership

Jul 16, 2015

In the medical profession, professionals view relationships as partnerships – and we as patients have to do their part. However, why is it that in almost every advisor relationship, the advisor is the only one being judged? Doesn’t the client have some responsibilities in this relationship, too?

If this scenario sounds familiar, read today’s blog post from John Anderson for ways to make this relationship a two-way street.

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How Technology Can Virtually (and Literally) Change Your Advisory Practice

Jul 14, 2015

Technology continues to be like an avalanche for financial advisors. It is so difficult to keep up with all the innovations. The biggest example of this is the over-the-top reporting about robo-advisors. However, a positive outcome of all the hype has been an added awareness of the way that advisors can use technology to better engage their clients.

Today’s blog post does just that. Raef Lee will take you through several resources that talk through the benefits of utilizing technology in your advisory practice, introduce you to Alan Moore – co-founder of the XY Planning Network, and invite you to our upcoming “Finding Your Inner Techno-Advisor” webinar. Read on and register today!

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Just Let It Go: Outsource the Day-to-Day and Focus on Your Mission

If you are a financial services business owner, you juggle multiple tasks everyday – from marketing, investments, planning and more. John Anderson believes success really comes down to how you manage your time and resources. Find out what your time is worth to your business and the cost of doing everything yourself. John outlines what you could be doing with that extra time and money to re-invest back into your business. Are you doing more than you should? Find out how to make your practice more efficient and take back your time to focus on clients.

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Outsourcing Technology: How (and Why) One Advisor Firm Did It

Jul 7, 2015

What does it really mean when an advisor firm outsources their technology? In today’s blog post, Raef Lee recounts the experience of a Texas-based advisor who explored hiring a new technology consultant. This must-read article recounts the process he undertook, but also lays out what surprises he encountered. If you’re looking to enhance your technology infrastructure or put a cyber-security policy in place, read and weigh in with your questions for Raef Lee in the “comments” section of today’s article

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Stop, Collaborate and Listen: How Advisors Can Get Referrals from COIs

Jun 25, 2015

Referrals are the lifeblood of an advisor’s business, and COI referrals can be the most significant ones. However, if you’re like many advisors, you may be making mistakes when trying to cultivate these prized relationships. Today’s video blog by John Anderson talks about his own experience – and even his mistakes, in working with COIs and provides concrete ways you increase referrals from COIs. Watch and weigh in today with your approach to winning new relationnships.

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The Evolution of Word-Of-Mouth Marketing (And What It Means for Your Business)

Jun 23, 2015

There’s no question that word-of-mouth has always been the best form of marketing. What’s changed, however, is how we can now solicit information from our networks. Sure, we still ask our friends, family, and co-workers for their feedback and share our experiences, only now we’re using technology to do it. Today’s guest blog post from Dave Charest of Constant Contact tells you why your online presence is the key to more introductions from prized potential prospects.

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