As ever, the turning of the year means tax season is just ahead. When it comes to the taxation of annuities the devil is inevitably in the details. Advisors can demonstrate value here by showing understanding of the complexities of… Read More »Client Annual Tax Returns & Annuities
An uncertain economy and a looming recession might not feel like the optimal environment for increasing your marketing, but there really is opportunity everywhere. The keys to success right now are understanding client needs and refining your messaging to address… Read More »Double Down on your Marketing Efforts in 2023
Advisors should use an end-of-year client review as an opportunity for showing value with a view to future sales. It is important not to allow it to become a box-checking exercise. It is a chance to remind clients of all… Read More »Make The Most of The End of Year Client Review
Social Security and Medicare planning are critical for your clients in or nearing retirement. Even the wealthier names in your book will have been interested in the Social Security Administration’s 8.7% increase in the Cost-of-Living Allowance (COLA). What might the… Read More »How Financial Planners Can Advise their Clients on The SSA’s new Cost-of-Living Allowance
Why pay for it? Why risk it? The Bull/Bear model is an investment strategy commonly used by brokers and fund managers. The concept involves utilizing long-term, low-activity portfolio management with differing investments specific to Bull and Bear markets. Portfolio allocations… Read More »The Bull Bear Model
Like the clients we serve, the industry is graying. The average age of financial advisors in the US is 55, 20% of them over 65, and only 11% are under 40. We are going to need a younger talent pool.… Read More »Hiring, Training, and Retaining Young Financial Advisors
Today I will address the biggest concern we hear from advisors: how to find a reliable and qualified source of prospect introductions. Many advisors have become disillusioned with the entire lead generation landscape, having fallen for one false promise after… Read More »How To Find the Best Lead Source for Your Retirement Planning Business
In the last several months you may have seen news headlines announcing that the Social Security program will be insolvent by 2033. This could be alarming if you’re planning to retire, but it doesn’t necessarily have to be. While news of… Read More »What Does Social Security Insolvency Mean For You?
Fishing for whales. What better way to boost your business, your confidence, and your bank account than by closing a whale of a case? What I have witnessed in this industry is once you get the first big one, the… Read More »Fishing For Whales