Tap Into Your Clients’ Interest in Charitable Planning
Wealth Management
JUNE 9, 2025
Financial advisors should prioritize charitable giving discussions to meet growing client interest and strengthen relationships with younger generations.
Charitable Planning Financial Advisor Wealth Management 
262 
What High-Net-Worth Prospects (Really) Want From A Financial Advisor
Nerd's Eye View
JANUARY 22, 2024
In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.
Join 36,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Trending Sources
Donor Advised Funds vs. Private Foundations
Wealth Management
SEPTEMBER 15, 2023
Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile and effective means of charitable giving are through donor-advised funds (DAFs) and privat
Blog #217: Tax Bombs That Never Exploded(More on Grantor Trusts)
Robert B. Ritter Jr.
JANUARY 31, 2022
estate planning has escaped the tax bombs Democrats wanted to drop. With Joe Biden’s Build Back Better (BBB) collapsed, it’s back to rational planning concepts, like the intentionally defective […]. It looks like U.S.
Blog #220: Testing Financial Tolerance™for Zero Estate TaxUsing InsMark’s Premium Financing and Wealthy and Wise
Robert B. Ritter Jr.
APRIL 30, 2022
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the Premium Financing System and Wealthy and Wise® ) This Blog describes combining our Premium Financing and Wealthy and Wise® Systems to produce a powerful wealth planning concept called “Zero Estate Tax,” Most clients prefer comparing their (..)
Blog #221: Testing Financial Tolerance™for Zero Estate Tax withLoan-Based Private Split-Dollar and Wealthy and Wise
Robert B. Ritter Jr.
MAY 30, 2022
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”
Let's personalize your content