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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

In this episode, we talk in-depth about how Travis originally developed his specialization of student loan planning through first correcting the misinformation given to his (now-)wife and her friends in the medical field (and realized that he could give high value to a chronically underserved population), how Travis first started his student loan consulting (..)

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Adviser links: Roth crazy

Abnormal Returns

Podcasts Matt Zeigler talks with Daniel Crosby about his new book "The Soul of Wealth" and much more. kitces.com) Amy Arnott and Christine Benz talk with Andrew Blake who is associate director of wealth management for Cerulli Associates about the upcoming wave of adviser retirements. rethinking65.com)

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UBS Advisors: What to Know BEFORE You Sign ALFA

Diamond Consultants

Why ALFA Works for Some—And What it Can Solve For First and foremost, ALFA is appealing because it provides simplicity and clarity—and for many retiring advisors (typically later career, family-oriented businesses), that’s the holy grail. That includes changes to compensation plans—which the firm is likely to make in the future.

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How Does Microsoft Compensation Work?

Cordant Wealth Partners

This means that for those contributing the maximum of $19,500, Microsoft would contribute another $9,750 towards your retirement savings. Planning opportunities with the 401k: Maximize your contributions to get the maximum employer match. at retirement or upon leaving the company. 2021 could be your last chance to participate.

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Microsoft Compensation and Benefits Guide for 2021

Cordant Wealth Partners

This means that for those contributing the maximum of $19,500, Microsoft would contribute another $9,750 towards your retirement savings. Planning opportunities with the 401k: Maximize your contributions to get the maximum employer match. The Mega Backdoor Roth 401(k) is a fantastic way to boost your retirement savings.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Lee holds a Ph.D.

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Culture From the Top Down: Executive Compensation Plans Explained

Carson Wealth

At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – they support the business’s philosophies, values, and mission. .