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    Unlock Growth: The Advisor’s Success Blueprint

    • by secure_financial
    • Posted on 12 March, 2024

    A clear plan focusing on clients with the right team is the blueprint Advisors need to grow their business. Learn more with Bryan E. Spencer and his guests Brian Dudley (Senior VP of Business Development at Secure Financial Group) and Randall Joseph (Secure Financial Group and Secure Asset Management’s Chief Compliance Office). Preview Clip: Blu...

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    As a Secure Financial Group Partner, you will remain an independent financial professional while gaining a support team including:

    Building Winning Practices: Through Relationships and Networking

    • by secure_financial
    • Posted on 07 February, 2024

    On the inaugural episode of our new podcast, Building Winning Practices, Bryan Spencer sits down with special guests Mark "MJ" Josefczyk from RI...

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    7 Powerful Tips to Supercharge Your Online Meetings

    • by secure_financial
    • Posted on 11 December, 2023

    Virtual meetings are now a staple in our tool box of business tools but they can easily become time-wasting distractions without proper planning and exe...

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    Preserve what You’ve Built and Envisioning Your Retirement

    • by secure_financial
    • Posted on 09 June, 2021

    The first step in a succession plan is to envision what retirement means to you. Does it come at a certain age or when you’ve reached a specific goal?  Over...

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    37% Of Financial Advisors Expected To Retire Over Next Decade

    • by secure_financial
    • Posted on 25 May, 2021

    You’ve spent a career helping clients prepare for retirement. But have you taken the time to think about your own? Industry-wide, the shockwaves are forthco...

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    Maintain and Grow AUM with securities-based lending

    • by secure_financial
    • Posted on 13 April, 2021

    Great financial advisors have their eyes on the short-term and long-term goals of their clients. They are often building bridges between where clients are t...

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    The Impact of Taxes on Your Client’s Investments

    • by secure_financial
    • Posted on 26 March, 2021

    Good news…the Treasury Department and IRS pushed back the tax filing deadline for individuals to May 17, 2021.  The bad news…it is too late to implemen...

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    10 Tips for holding effective online client meetings

    • by secure_financial
    • Posted on 15 April, 2020

    1. Choose the right technology for the job and think about the things you want to accomplish during the meeting.  Will you need to show your clients so...

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    8 Tax Deductions Your Clients May be Missing

    • by secure_financial
    • Posted on 17 February, 2020

    1. Reinvested dividends This isn’t really a tax deduction, but it is a subtraction that can save your clients a lot of money. And it's one that many taxp...

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    7 Tax Deductions that Disappeared with 2019

    • by secure_financial
    • Posted on 07 February, 2020

    Mortgage interest above $750,000 Homeowners previously were able to write off the interest on mortgages up to $1 million. Under the new tax law, however, th...

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    3 Ways the Secure Act can Help You Prospect for Business

    • by secure_financial
    • Posted on 03 February, 2020

    Removal of the age limitation on IRA Contributions.  Previously, the starting age for required minimum distributions (RMDs) from retirement plans and tradit...

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    5 Substantial Self-Employment Tax Deductions for 2019-2020

    • by secure_financial
    • Posted on 27 January, 2020

    The Mortgage. A portion of the mortgage or rent; property taxes; the cost of utilities, repairs, and maintenance; and similar expenses may be deducted. Gene...

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    4 Strategies to Leverage with the Secure Act

    • by secure_financial
    • Posted on 13 January, 2020

    With the SECURE Act being signed into law you should be reaching out to your clients with workarounds to minimize taxes.  The Secure Act has been the l...

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    Getting Prospects to Open Your Emails

    • by secure_financial
    • Posted on 06 January, 2020

    There is an art to writing emails and the best way to have a prospect open your emails is to have a strong subject line, great opening line with good copy, ...

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    5 Ideas for Increasing Sales in 2020

    • by secure_financial
    • Posted on 29 December, 2019

    Secure Financial Group can help you get your sales numbers up for 2020. From helping you with being more proactive in your prospecting to developing audienc...

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    Last-minute tax tips for your clients

    • by secure_financial
    • Posted on 16 December, 2019

    Estimate the 2019 tax by adding up the taxable income streams, then subtracting the tax breaks to use. This will help determine whether to take the standard...

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    The one thing you’re overlooking in your client’s estate planning needs

    • by secure_financial
    • Posted on 11 December, 2019

    Many individuals own a variety of digital assets which can include anything from domain names, stored photographs, online stores, music, PayPal accounts, al...

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    5 Tips to Fill Your Pipeline

    • by secure_financial
    • Posted on 06 December, 2019

    By Bryan E. Spencer, President Closing a deal is always the most heavily emphasized aspect of sales, but you'll never have the opportunity to close deals...

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    Seven ways to get referrals without it being awkward

    • by secure_financial
    • Posted on 04 October, 2019

    By Hollie Spencer Asking for referrals is essential to bringing in new clients. I get it, it's much easier to do business with people you know or if peop...

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    Feel free to call us at 248-435-0400 and request to speak a team member of Secure Financial Group