Five Tax Reform Points for 2018

The recent tax reform won’t affect 2017 tax year filing, but does have investment planning implications you should be mindful of throughout 2018.

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Webinar: The Future of Advice Management

Jan 25, 2018

It’s webinar time – this month is a sneak peek into the future of advice management.

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5 of the Worst Things You Can Do on Social

Misappropriation of hashtags is punishable by lack of interest/traction for your post. And it’s one of the few never-changing practices of social media and on Heather’s list of no-nos.

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The Most Miserable (Planning) Day of the Year

Jan 18, 2018

Scientifically, Blue Monday isn’t a thing. But it feels real. Now that it’s past, you can re-focus on feeling good about your strategic planning. And by midsummer – when we have the Happiest Day of the Year – your business could be thriving.

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Advisor Learnings From Meltdown and Spectre

Jan 16, 2018

The latest round of security vulnerabilities are now public knowledge. You should always be up to date on the known threats, how they could affect your firm’s tech and how they affect the public at large – aka your clients.

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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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