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 the next decade, 37% of financial advisors will retire. A succession plan can make the difference between managing a practice and running an actual business. As a financial advisor you’ve accumulated assets un...
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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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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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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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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