As we head into the homestretch of 2022, many advisors may be reevaluating their firm affiliation and asking themselves whether they are in the right...
There’s no sugarcoating the stock market’s 20% plunge, but there is a small consolation prize: You have one of the best opportunities in years to lower...
The Internal Revenue Service on Tuesday released inflation adjustments for more than 60 tax provisions. The IRS’ list of tax year 2023 adjustments is...
Clients focusing on what’s transpiring in the U.S. economy instead of their personal economy leads to “learned helplessness, [which] can induce burnout...
Financial advice is always going to be a people business. Because of the way that money is connected to human emotions, our clients are always going to...
Those with significant industry experience know there are difficult aspects of being a financial planner in even the best of times for the equity and...
Annuities have become a common choice for investors who want to receive a steady income stream in their retirement years. They can be structured to pay...
Why do investors need advisors? Answering that question is articulating your value.Your prospects have their own questions in the back (or the front)...
Financial advisors are expected to be proficient in aspects of behavioral finance and often find themselves serving as psychologists of sorts. Being so...
Over the next 20 years, an estimated $70 trillion is expected to change hands from baby boomers to millennials in the largest wealth transfer in history....
Although advisors and their clients can’t escape the rapidly rising prices in the produce aisle, gas station or favorite local home improvement store,...
Executives from the big, publicly traded annuity issuers sometimes speak generally about aging baby boomers and financial wellness when addressing groups...
There are 2,728 entries in the Social Security handbook, as economist Laurence Kotlikoff is fond of pointing out. It’s no surprise that most Americans...
There are thousands of companies and products that market themselves as customer relationship management (CRM) solutions, ranging from industry behemoths...
As you prepare for your midyear review meetings with clients, these meetings come against the backdrop of a volatile stock market, higher interest rates,...
Words are like toothpaste. Once out, it can’t go back into the tube. As a financial advisor, you know certain words can make a person more receptive and...
The success of financial advice firms hinges on their ability to attract and retain advisors. One way organizations can accomplish this is by providing...
Just be yourself” is a pearl of wisdom that is fine for your personal life but not always great for targeting prospective clients.“You need to cater to...
Michael Kitces has some good news for advisors: You can go the extra mile for your clients without burning yourself out. It just takes a little creative...
Advisors don’t need to suddenly become cryptocurrency boosters and owners and they’re even free to hate crypto if they want to — but they can no longer...
Potential new clients are everywhere. Most people you know have the ability to either do business or refer someone.Push too hard and you turn people...
