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Weekend Reading For Financial Planners (January 4–5)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

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Why a CRM for Financial Advisors is Critical For Growing Your Business

FMG

Redtail — Redtail CRM is a web-based, full-featured, and easy-to-use client management solution built for financial advisors. Learn more about how Redtail and FMG Suite work hand-in-hand to help you target your ideal clients and develop strong relationships. The average advisor serves 156 clients.

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As economic pressures mount, investors are re-evaluating their financial priorities

Nationwide Financial

KB: With a recession likely in the coming year, Nationwide Economics expects the unemployment rate to rise as businesses cut costs in response to reduced sales and recessionary impacts. What else are you seeing that is weighing on investors, and how is this impacting their ability to save for retirement? by mid-2024.

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Preparing for the TCJA Sunset: What Tax Advisors Need to Know

Harness Wealth

Consider Roth IRA conversions: For clients with traditional IRAs or 401(k)s, converting these assets to Roth IRAs at current tax rates could be advantageous, especially if they expect higher tax rates in retirement. The TCJA did not change sales taxes.

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Tax Practice Succession Planning: A Strategic Guide

Harness Wealth

Understanding an external sale as a part of your exit strategy Technology modernization as a foundation for the next generation Understanding the owner’s exit strategy why timing is everything What factors influence an exit timeline? Table of Contents Why is succession planning so vital for tax advisory practices?

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Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.

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Preparing for the TCJA Sunset: What Tax Advisors Need to Know

Harness Wealth

Consider Roth IRA conversions: For clients with traditional IRAs or 401(k)s, converting these assets to Roth IRAs at current tax rates could be advantageous, especially if they expect higher tax rates in retirement. The TCJA did not change sales taxes.

Taxes 52