QCD: A Tax-Savvy Strategy That May Help Manage IRA Distributions
Itemizing isn’t what it used to be, but consider this option for your clients of a certain age.
The New Normal for Advisors…
Keeping up with expectations of clients is a delicate balance of innovating and keeping your firm in a state that’s ready for change. Here are a few influences that can combine to change our industry.
When it’s Time to Fire Your Advisor
All relationships are challenging. In the advisor/client relationship either side might want it over. If you’re the client, it’s about your needs and wants, and your financial future. Sometimes it is actually them.
Compass Approach: Disney Magic for Your Advisor Firm
A decades-old aha moment led to some of the best client experiences in the world. You can still apply their philosophy to help make your business better.
Social Media Strategy: Time to Evaluate
When the X that marks the spot = social media goals, you should map out how to get there.
Advisors: Is Your Referral Process this Good?
An older, but still relevant story of five advisors show us that getting a referral is great, but it’s just the beginning of gaining a new client #tbt
How to Use the Tax Return to Increase Your Wallet Share
At midnight, the tax year resets, this time with new brackets and rules. A peek at your clients’ returns can guide you in finding the ways to help your clients and up your share of their business.
Advisors: Does Your Staff Know Your Brand?
Brands are carefully cultivated – a similar theme throughout every touchpoint, mention, interaction. One of the best ways to ensure your cohesive message is heard, train your staff.
Track 1: Brian Briggs
We have another new millennial blogger! It’s Brian Briggs. And by way of introduction he shares rule #1 of establishing credibility.
Evolutionary Growth: The Firm that Evolves Together Grows Together
Your firm is either in the age of change or the age of preservation, which determines if this is the best of times or the worst of times.
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