The Big Picture

SEPTEMBER 9, 2023

Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing. Be sure to check out our Masters in Business next week with Elizabeth Burton , Managing Director and Client Investment Strategist at Goldman Sachs Asset Management.

Engineering 325

Engineering Portfolio Management Assets 325

Million Dollar Round Table (MDRT)

MAY 29, 2025

It happened because this person took Gordons advice of asking clients want they want instead of telling them what they need. You can find out what people want by asking your client simple questions as What would you want for income for yourself when you dont want to work anymore? Tell them what they need, and were selling to them.

Clients 81

Clients Planning Sales Insurance 81

Nerd's Eye View

APRIL 5, 2023

In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients. For instance, prior to the 2017 Tax Cuts and Jobs Act (TCJA), "A/B trusts" had become ubiquitous for spousal estate tax planning.

Estate Planning 246

Estate Planning Planning Taxes Clients 246

Nerd's Eye View

JUNE 10, 2024

client retention rates remaining robust, and at least a bit of client referral growth trickling in. It quickly became a perennial favorite on Nerd's Eye View, and so I've updated it every year, with new lists of books in 2014 , 2015 , 2016 , 2017 , 2018 , 2019 , 2020 , 2021 , 2022 , and a fresh round last year in 2023.

Financial Advisor 246

Financial Advisor Financial Planner Clients Communication 246

Million Dollar Round Table (MDRT)

APRIL 23, 2024

By Kathryn Furtaw Keuneke, MDRT Content Development Director Clients don’t want to hear about products; they want to know what solutions they provide. To show clients the value of disability insurance, Westhoelter said during his ConneXion Zone presentation at the 2017 MDRT Annual Meeting, he puts them through a one-day exercise.

Insurance 104

Insurance Clients Marketing Marketing 104

Nerd's Eye View

OCTOBER 1, 2022

A new bill would make many parts of the Tax Cuts and Jobs Act of 2017 permanent, including its changes to tax brackets, the higher standard deduction, and the cap on state and local tax deductions. What advisory firms can do to make the most out of client testimonials and avoid negative reviews on third-party websites.

Financial Planner 245

Financial Planner Retirement Planning Advertising Taxes 245

Million Dollar Round Table (MDRT)

JULY 26, 2022

By Antoinette Tuscano You can tell clients you’re a caring person who wants to help others, and they might believe you. In 2017, in her holiday newsletter to clients, Katherine told them about Blessing Bags. In 2018, one of her clients used the idea as a team-building event at her company.

Clients 98

Clients Distribution Food Financial Advisor 98

Nerd's Eye View

JUNE 12, 2023

Firms that were returning to the office have done so, those that are staying remote are remaining as such, and either way most advisory firms have figured out how to continue to service and retain clients, and are slowly adapting to finding new (or reinvigorating old) paths to grow at least slowly once again.

Financial Advisor 246

Financial Advisor Financial Planner Professional Services Clients 246

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). Consider the chart up top (it’s from an RWM client-only quarterly call). Then came the pandemic, and a huge federal worker subsidy.

Medicine 331

Medicine Numbers Food Insurance 331

Million Dollar Round Table (MDRT)

SEPTEMBER 24, 2023

Levasseur The most important aspect of a successful financial services business is identifying, nurturing and processing prospects into new clients. We have one full-time marketing director who also manages our client relationship programs, and a part-time staff member who enters data and sets follow-ups.

Clients 103

Clients Budgeting Financial Services Education 103

The Big Picture

OCTOBER 28, 2023

The Atlantic ) • Light and gravitational waves don’t arrive simultaneously : In 2017, a kilonova sent light and gravitational waves across the Universe. trillion in client assets. We finally have a comprehensive trial, but it’s left gastroenterologists with more questions than answers. Here on Earth, there was a 1.7

Wealth Management 278

Wealth Management Banking Financial Services Assets 278

Brown Advisory

JUNE 19, 2017

NOW 2017 | Welcome ajackson Mon, 06/19/2017 - 08:16 Thriving in Uncertain Times Welcome to NOW London 2017. We believe that thoughtful attention to varied perspectives helps us make better decisions for clients. We hope that you find NOW London 2017 to be informative and provocative.

Clients 52

Clients Investing Investments 52

Brown Advisory

JUNE 19, 2017

NOW 2017 | Welcome. Mon, 06/19/2017 - 08:16. Welcome to NOW London 2017. We believe that thoughtful attention to varied perspectives helps us make better decisions for clients. We hope that you find NOW London 2017 to be informative and provocative. Thriving in Uncertain Times.

Clients 52

Clients Investing Investments 52

Zoe Financial

JANUARY 28, 2025

Looking at the same 1950-2017 period, but looking through the lens of five-year investment horizons, returns for the S&P 500 ranged from down 3% to up 28%. Zoe Financial is not an accounting firm – clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

Nerd's Eye View

DECEMBER 26, 2022

This year has been challenging for many financial advisors as they help their clients (and their own firms!) navigate a volatile market environment (in both stocks and bonds – oof!) and inflation levels not seen in several decades. by the next day’s, week’s, and month’s worth of content that comes along.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

BlueMind

NOVEMBER 24, 2022

Category: Client Relations. The demands of high-net-worth clients are no small feat and can be challenging and daunting to deal with, to say the least. However, acquiring and retaining an HNW client is every financial advisor’s dream. Related: Effective Strategies To Deal With Difficult Clients.

Clients 98

Clients Insurance Financial Advisor Assets 98

Brown Advisory

DECEMBER 31, 2017

Global Leaders Investment Letter - Q4 2017 ajackson Sun, 12/31/2017 - 09:50 Global Leaders Strategy Investment Letter - Q4 2017 In this letter the team discuss the folly of big picture forecasting.

Investments 52

Investments Investing Clients Marketing 52

Brown Advisory

DECEMBER 31, 2017

Global Leaders Investment Letter - Q4 2017. Sun, 12/31/2017 - 09:50. Global Leaders Strategy Investment Letter - Q4 2017. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client. .

Investments 52

Investments Investing Clients Marketing 52

Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. We are closing 2017 with nearly the same stance as last year. Spotlights for Prudent Planning in 2017.

Planning 52

Planning Taxes Clients Tax Planning 52

Brown Advisory

MAY 1, 2017

2016-2017 Annual Report | Step Ahead. achen Mon, 05/01/2017 - 12:00 Asking the tough questions is essential in our pursuit to step ahead. Inherent in our promise to clients is a responsibility to be honest, transparent and forthright about the challenges we face. This self-reflective exercise is a humbling journey.

Clients 52

Clients 52

Brown Advisory

MAY 1, 2017

2016-2017 Annual Report | Step Ahead. Mon, 05/01/2017 - 12:00. Inherent in our promise to clients is a responsibility to be honest, transparent and forthright about the challenges we face. These stumbles are a fundamental piece of our client-first culture and the price we are willing to pay in our quest to stay a step ahead.

Clients 52

Clients 52

The Big Picture

NOVEMBER 27, 2023

My own track record at making big calls is pretty damned good, but none of our clients wants me slinging around their retirement monies based on my gut instinct. Hence, the less it matters, the less actual capital is on the line, the easier it is to make those bold calls. I sure as hell don’t want to either.

Marketing 304

Marketing Marketing Math Retirement Planning 304

Nerd's Eye View

MAY 31, 2023

The 2017 Tax Cuts & Jobs Act introduced a $10,000 limit on the State And Local Tax (SALT) deduction that was previously available for taxpayers who itemized their deductions.

Taxes 246

Taxes Planning Tax Planning Numbers 246

eMoney Advisor

FEBRUARY 1, 2023

A sense of ambiguity about the future and financial stress is taking a toll on our clients’ mental, physical, and relational well-being. And because you care about your clients, you are probably feeling the strain as you work to help them cope.

Clients 93

Clients Financial Planner Financial Advisor Financial Planning 93

Brown Advisory

JULY 17, 2017

NOW 2017 | Innovation Beyond Silicon Valley achen Mon, 07/17/2017 - 15:21 Stan Boland , CEO of U.K.-based This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Startup 52

Startup Transportation Clients Medical 52

Brown Advisory

JULY 17, 2017

NOW 2017 | Innovation Beyond Silicon Valley. Mon, 07/17/2017 - 15:21. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.

Startup 52

Startup Transportation Clients Medical 52

Carson Wealth

DECEMBER 8, 2023

One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA). Plan for the Expiration of TJCA 2017 The biggest change to the Tax Cuts and Jobs Act of 2017 is that the gift and state tax exemption amounts will revert to the 2017 level of $5 million plus inflation adjustments for 10 years.

Planning 143

Planning Retirement Planning Taxes Insurance 143

Brown Advisory

MAY 4, 2017

To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.

Investments 52

Investments Investing Clients Management 52

Brown Advisory

MAY 4, 2017

Investing to Change the World | SXSW 2017. Thu, 05/04/2017 - 15:53. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.

Investments 52

Investments Investing Clients Management 52

The Big Picture

NOVEMBER 20, 2023

My firm RWM uses Canvas for those clients who want their portfolios to reflect their values. Our internal reviews show RWM clients use direct indexing (in order of popularity) t0 A) Tax loss harvest to offset capital gain taxes; 2) Reduce exposure to the market sector of their employer/stock options; 3) Express ESG views in what they own.

Taxes 195

Taxes Portfolio Investing Investments 195

Brown Advisory

JULY 17, 2017

NOW 2017 | Creating Value in an Age of Disruption achen Mon, 07/17/2017 - 15:03 The panel noted that disruption is not a new phenomenon: As long as there have been companies, there have been new upstarts and business models that have threatened to unseat those companies.

Clients 52

Clients Economy Engineering Investing 52

Brown Advisory

JULY 17, 2017

NOW 2017 | Creating Value in an Age of Disruption. Mon, 07/17/2017 - 15:03. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.

Clients 52

Clients Economy Engineering Investing 52

The Big Picture

JANUARY 8, 2025

His firm runs over $10 billion in client crypto assets. Barry Ritholtz : And to give you a sense of how long that’s been going on in November, 2017, there was literally an episode of the Big Bang Theory where they talked about mining coins and putting it on a drive that subsequently got lost, and back then in 2017, it was.

Assets 130

Assets Investing Banking Investments 130

Brown Advisory

OCTOBER 15, 2017

Client Challenges & Solutions: Concentrated Position Management achen Mon, 10/16/2017 - 01:30

Clients 52

Clients Management 52

Brown Advisory

OCTOBER 15, 2017

Client Challenges & Solutions: Concentrated Position Management. Mon, 10/16/2017 - 01:30.

Clients 52

Clients Management 52

Harness Wealth

MAY 2, 2025

The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. The Tax Cuts and Jobs Act (TCJA) of 2017 was a sweeping overhaul of the U.S. Estate and gift tax planning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61

Taxes 52

Taxes Clients Insurance Distribution 52

Million Dollar Round Table (MDRT)

AUGUST 6, 2023

Then after writing 28 policies in the month of September 2017, I collapsed into bed, too tired to move. That day, I firmly told myself that I must close bigger deals to upgrade my client market. Networking with the high-net-worth At first, I was unsure of myself in reaching out to high-net-worth clients, but then I found my own way.

Medicine 97

Medicine Marketing Marketing Communication 97