Supporting Charity with Your Life Insurance: Two Strategies
Clients sometimes find themselves holding a life insurance policy they no longer need and in search of a productive way to employ...
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SALT Woes for the Wealthy Fleeing High Tax States
This year, many wealthy taxpayers are getting an unwelcome surprise. While the 2017 Tax Cuts and Jobs Act offered plenty of perks...
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Tax Troubles Could Put Your Passport at Risk
Uncle Sam is one wily fellow. Just when you think you’ve escaped his clutches his long arm reaches out and grabs you by the scruff...
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Ten Things You Should Know about Taxes in 2019
In the wake of the Tax Reform and Jobs Act of 2017, many taxpayers seem to have slipped into a seemingly permanent state of...
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Survey: Financial Service Bosses Could Be Blindsided by Tech Changes
A recent survey suggest that the leaders of financial service companies are underestimating the capacity of technological...
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When the Elderly Change Spaces
One of the most challenging times in an elderly person’s life comes when failing health or advanced age make living independently...
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Why So Many Pro Athletes Go Broke
You’d think that when an athlete signs with a National Football League (NFL) or National Basketball Association (NBA) team, they’re...
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Advertise to Attract HNW Clients – On Any Budget
An advisor can’t turn around at a professional function these days without spilling his or her drink (club soda, we’re certain) on...
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Advisor’s Expertise: Targeted Digital Marketing
Here’s a tale that’s becoming ever more common today: a firm rolls out a new investment product aimed at a highly specific class of...
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Karl Lagerfeld’s Unexpected Legacy: Estate Planning for Pets
When the legendary Karl Lagerfeld recently depart this earthly life for the great catwalk beyond, the world of fashion was plunged...
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How to Find Prospects When You Seem to Have None
You hit the wall, ran out of gas, lost your steam: that is to say, there isn’t a potential client in sight. It happens to everyone...
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Life Insurers Peeping in Your Windows – Via Instagram?
Is it true: are life insurance companies creeping on your Instagram feed? Does the average insurer even understand this bit of...
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The New Face of Retirement – Five Trends
The days of working fifty years from nine-to-five, just to claim a gold watch at retirement are long gone. New trends in retirement...
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Is Your Practice Focused on Advisors – Instead of Clients?
John Knowlton is the managing director for corporate development at Credent Wealth Management, a multi-million-dollar hybrid RIA...
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Impact Investing: What It’s All About
The idea isn’t new but its appeal is growing rapidly. Impact investing seeks to do more than increase the value of an investor’s...
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How to Capitalize on Our Instinctive Cognitive-Selection Process
To increase the odds of clients choosing you and the services you offer, it helps to have a working knowledge of what psychologists...
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