History: Benchmarking Advisor Referral Processes

Jan 11, 2018

For a year we’ve been asking you about your referability, talking about the framework to get there, sharing resources to help. Soon, a new benchmarking tool that tells you exactly where you are and where you can go.

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Rich Uncle Ralph: Here to Teach Us (and Your Clients’ Kids) a Thing or Two About Financial Planning

If, when you were 12, you received some solid life and financial advice from your knowledgeable (and possibly rich) uncle… would you have hit the ground running into adulthood? One advisor is acting as a stand-in uncle for his clients’ kids. It’s a win for his firm, as well as for Gen Y and Gen Z.

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New Year, New (or Continued) Focus

The results of our end of year survey tell us in no uncertain terms, advisors are focused on becoming more referable in 2018.

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Happy Holidays from Practically Speaking

Dec 21, 2017

Wishing you happy and merry everything! No eyes were shot out, nor injured in any way, during the making of this video.

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FIFO: The New Four Letter Word

The FIFO rule was excluded from the final version of the tax bill, but it’s not necessarily gone for good. The mechanics of selling remain the same, the best case scenario for tax-aware investors.

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More Questions (and Answers) About Non-Spouse IRA Inheritance

Dec 14, 2017

As a follow-up to our latest Tax Planning Academy, an informative Q&A that includes some of the questions we couldn’t get to while we were “live.”

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The Social Queen: Distribution

You have content – it’s good, you sound knowledgeable, and helpful. But if it just sits on your site, how will your audience – all of them – find it? It’s all about dissemination.

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Be Resolute for 2018: What Are Your Goals for 2018?

Advisors: have you considered your 2018 goals yet? We encourage you to do so now! And then tell us all about it.

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SEI Surveyed Millennial Advisors: What Did We Learn?

Revisiting the key findings from our millennial advisor research: what can we do to attract, retain and encourage a new generation of financial advisors?

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Advisors: What Will Distract You Next Year? What Can You Do About It?

It’s a highly-distractible world and if you’re already prone to shiny objects (ahem, John Anderson) you could be “lost” for hours. Protect your firm from getting thrown off track with two ways to defeat distractions and get your work done.

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