The light at the end of the tunnel: Selling and valuing your advisory practice
All too often, advisors haven’t adequately addressed their own retirement. As the expression goes, the cobbler’s children often have no shoes.
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Surpassing expectations: How planning helps clients with their financial goals
The work of a financial advisor takes a great deal of patience and curiosity. To create the most effective financial plan, it’s important to learn as much as you can about your client’s finances and life goals.
Performance review crash course: 4 tips to get you prepared
By reviewing your accomplishments, researching compensation data, and mentally preparing, you can walk into your meeting with confidence, ready to map out the next steps in your career.
Empowering clients to enjoy their hard-earned wealth
We, as financial advisors, see a common dilemma among clients: despite disciplined saving and careful planning, we often hesitate when it’s time to spend on the very experiences they’ve been working toward.
Diagnosing miscommunication in retirement planning
By Curtis V. Cloke When presenting a concern to a doctor, they typically ask questions to better understand symptoms and…
Innovative financial literacy’s greatest hits
By Steve Oniya “An investment in knowledge pays the best interest.” — Benjamin Franklin The OM Investments’ Achieving Life and…
Helping clients make a smooth transition to Medicare
As every senior citizen in the U.S. knows, Medicare is one of the most important facets of life for retired Americans.
BOLI, bonds and banks: Accounting for early surrender
Recent increases in market interest rates are leading some banks to consider surrendering their bank-owned life insurance to reinvest the proceeds (net of a tax charge) in a new BOLI policy with a higher yield.
Internships and mentorships fuel financial advising careers
Becoming a financial advisor can be challenging, even with a wealth of resources available.
Greed, fear, and opportunity in turbulent markets
When the market drops by 5%, 10%, or even 20%, the natural instinct for many investors is to reduce risk, not increase it. This reaction, while understandable, can be detrimental to long-term financial success.
Building authentic connections across generations
By Irene Stolte Clients from different generations and upbringings walk through my office doors every day. Some days, I meet…
Expertly navigating Roth IRAs: Benefits and five-year rule insights
Despite its numerous benefits, the Roth IRA comes with specific rules that can be confusing and are often interpreted incorrectly.
How do you become a better financial educator?
Once you’ve got the knowledge and presentation skills down and are ready to take those skills to the next level, you need to determine how you best teach.
Unlocking Success as an early financial planner: Beyond the technical expertise
By Jack Heintzelman As a financial planner, you’ve already achieved significant milestones. You hold licenses, designations, and possess years of…
Content that connects: A pathway to business growth
The ability to create content that resonates with your audience is crucial for any business looking to increase visibility and drive growth.
Medical Debt Cancellation Act: Temporary relief but the root cause is still there
The Medical Debt Cancellation Act seeks to alleviate financial stress for Americans burdened by health care expenses.
Safeguarding your retirement: Why and how to freeze your credit
As you embark on your well-deserved retirement journey, it’s crucial to safeguard your hard-earned savings from potential threats, including financial fraud.
Let’s get back to goals-based investing
While the internet has many resources for learning how to invest, the bottom line is young people seem to not understand why investing matters. Some seem to think investing is a form of status symbol or a financial wellbeing milestone.
Grow your business with values-based investing
By Donald F. White The ability to articulate your values is a struggle for many people. It is not that…
Think twice before removing pension risk transfers from company toolboxes.
