eMoney Advisor

DECEMBER 6, 2022

If the next natural disaster comes for your clients, will they be ready? Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason. Here are three tips to help your clients follow the Scout motto and be prepared. #1

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

WiserAdvisor

FEBRUARY 21, 2023

Many times, someone claiming to be from a well-known tech company may tell the individual that there is a problem with their computer or device and offer to fix it for a fee, take out crucial information in the process, and use it against the older adult. Annuity plans, pension plans , etc.,

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 235

Tax Planning Compliance Taxes Financial Advisor 235

Million Dollar Round Table (MDRT)

MARCH 17, 2024

Feldman, CLU, ChFC Clients and financial advisors have different perspectives. Train yourself mentally to understand that and then relay that information to the client. That’s when you become a true professional because you’re solving problems that your clients don’t even know they have. By Marvin H.

Estate Planning 84

Estate Planning Financial Advisor Clients Education 84

WiserAdvisor

APRIL 12, 2024

The time and attention they can dedicate to each client is a significant contributor to their effectiveness. As such, determining the optimal financial advisor-to-client ratio is crucial for ensuring that advisors can devote sufficient resources to understand, strategize, and support their clients effectively.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. Starting Out clients are typically focused on beginning to build wealth.

Financial Planning 95

Financial Planning Clients Planning Education 95

FMG

OCTOBER 5, 2023

It’s an exciting but busy time of year, and in addition to getting gifts for friends and family, it’s important to think about what you are going to get your clients. So, what are some great client gift ideas to thank them for the great year that you have had? 15 Client Gift Ideas Financial Advisors Can Use This Holiday Season 1.

Clients 52

Clients CFP Financial Advisor Wealth Advisor 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Explaining the technicalities is often only a modest help to clients.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Adopting a program of planning early, and monitoring that program, often brings the best results.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Harness Wealth

JUNE 5, 2024

Growth: From 0 to 140 clients Kelley was ready to network to attract clients, but quickly found that it wasn’t needed to grow his firm. When I joined Harness I expected to have to network and source clients to supplement the Harness leads in order to build a sustainable book.

Taxes 64

Taxes Clients Planning Tax Planning 64

International College of Financial Planning

JULY 20, 2022

CFP courses include Finance Courses, Financial Planning Courses , Risk Analysis & Insurance Planning Courses, Tax & Estate Planning Courses, etc. Take knowledge about, How to advise clients on the different types of insurance products. Risk analysis aims to understand your clients’ risks better.

Risk Analysis 52

Risk Analysis Certification CFP Certified Financial Planner 52

Brown Advisory

OCTOBER 12, 2023

Updating the Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other. In an increasingly global society, prenuptial agreements help eliminate a great deal of uncertainty with respect to the applicable law at the time of divorce.

Planning 52

Planning Estate Planning Strategic Planning Clients 52

WiserAdvisor

JULY 25, 2023

A financial advisor possesses a deep understanding of complex financial concepts and can help you navigate the intricacies of investing, retirement planning, debt management, estate planning, succession planning, tax optimization, and more. For instance, you may discuss estate planning.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

International College of Financial Planning

MAY 29, 2023

The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Brown Advisory

JULY 28, 2022

Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other. It’s important to understand—and communicate to your child—that wanting to protect their wealth isn’t only about money or completely cutting off the divorced spouse.

Planning 52

Planning Estate Planning Strategic Planning Distribution 52

Good Financial Cents

MARCH 30, 2023

I have many clients that feel that they “ have to set up a trust “ I think many want to avoid probate at all costs. I’ve had clients select all the above to be their primary trustee or successor trustee. Limitation of exposure to estate taxes , as part of a proper estate planning process.

Estate Planning 111

Estate Planning Taxes Assets Distribution 111

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Brown Advisory

NOVEMBER 1, 2023

This Present is Accounted For: An Overview of Low-Basis Gifting Strategies achen Wed, 11/01/2023 - 11:20 After spending a career helping clients with tax and estate advice, I often see reminders and lessons about my job in the unlikeliest places. The planning options available to families are numerous.

Accounting 52

Accounting Taxes Assets Clients 52

Carson Wealth

FEBRUARY 26, 2024

In the past few episodes, we’ve walked through several of the different questions that I walked through in the planning process with clients and prospective clients. Others may think it’s a foregone conclusion, but they haven’t communicated this vision or collaborated with anyone else in their family.

Planning 52

Planning Taxes Clients Estate Planning 52

FMG

JULY 14, 2022

” The driving force of the site is to highlight the many different strategies and solutions Navis Wealth extends out to its clients, with each service page outlining the planning process, tools and resources available to visitors, helping them self-qualify. Do you ever plan on expanding your repertoire?

Wealth Advisor 52

Wealth Advisor Financial Advisor Media Clients 52

Carson Wealth

DECEMBER 15, 2023

In the past few episodes, we’ve walked through several of the different questions that I walked through in the planning process with clients and prospects. Others may think it’s a foregone conclusion, but they haven’t communicated this vision or collaborated with anyone else in their family. Everyone has a vision.

Planning 52

Planning Taxes Clients Estate Planning 52

Brown Advisory

DECEMBER 2, 2015

An essential step in estate planning is making sure beneficiaries know all the responsibilities and challenges that accompany the management of increasing wealth. When an aging parent with an air-tight estate plan fails to prepare heirs for an inheritance, an act of kindness runs a high risk of backfire.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

Inside Information

JUNE 28, 2022

This is not, I’m sure you know, a recipe for professional success, and I think the dynamic is retarding the profession’s progress at a time when clients are increasingly demanding new services and different ways to pay for them.

Clients 40

Clients Financial Services Retirement Planning Estate Planning 40

Harness Wealth

MARCH 5, 2024

Some tax advisors may have different hourly rates for different types of services based on client type and complexity. This enables advisors to set minimum fees for clients and add on fees as more services are needed. Ask about the types of clients CPAs, EAs, and tax attorneys have worked with in the past.

Taxes 52

Taxes Tax Planning Ethics Education 52

Carson Wealth

JUNE 29, 2022

I once had clients with only one daughter. There were hard feelings — a lot of wondering why her parents had skipped her in their estate planning. . Not talking to your family about your estate plan has the potential to create chaos and make your family feel unprepared. . Sarah Duey .

Estate Planning 52

Estate Planning Planning Communication Healthcare 52

Brown Advisory

MAY 4, 2020

When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

OCTOBER 16, 2017

In other words, once you’ve made a gift to a beneficiary, any future appreciation of those gifted assets occurs in the hands of the beneficiary and outside of your taxable estate. Past performance is not a guarantee of future performance and you may not get back the amount invested.

Taxes 52

Taxes Assets Estate Planning Valuation 52

Brown Advisory

OCTOBER 16, 2017

In other words, once you’ve made a gift to a beneficiary, any future appreciation of those gifted assets occurs in the hands of the beneficiary and outside of your taxable estate. Past performance is not a guarantee of future performance and you may not get back the amount invested.

Taxes 52

Taxes Assets Estate Planning Valuation 52

Brown Advisory

DECEMBER 2, 2015

By walking through four steps with a client, we can refocus his or her mindset on the fundamental issues that help safeguard financial stability and achieve steady outperformance. Here are four ways we think about preparing clients to stay the course regardless of the market’s mood: Clarify your mission. Set hard numbers.

Taxes 52

Taxes Clients Estate Planning Compliance 52

Brown Advisory

SEPTEMBER 4, 2019

When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets. BACKGROUND. BACKGROUND.

Nonprofit 52

Nonprofit Investing Investments Clients 52

International College of Financial Planning

AUGUST 2, 2021

If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. Accounting & Tax Planning Firms. The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges. Banks & NBFCs.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Clever Girl Finance

JULY 16, 2023

Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. With access to information online, it is advisable to do your own financial research first. They focus on investing, estate planning, and other aspects of wealth.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. With access to information online, it is advisable to do your own financial research first. They focus on investing, estate planning, and other aspects of wealth.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Brown Advisory

JUNE 2, 2016

Terms like “estate planning” and “wealth transfer” provide little shelter from a painful reality—a large portion of what we do as advisors focuses on the issues associated with our clients’ mortality. We have worked with clients on these issues for more than 25 years. Dire Call: Helping When It Is Most Needed.

Taxes 52

Taxes Assets Clients Tax Planning 52

Brown Advisory

MARCH 1, 2016

Through her will, former first lady Jacqueline Kennedy Onassis left behind a sizeable inheritance for her children while incorporating an innovative estate planning tool aimed at meeting her philanthropic goals. Its potential benefits show that innovative estate planning never goes out of style. .

Taxes 52

Taxes Estate Planning Assets Communication 52

Brown Advisory

FEBRUARY 13, 2017

We work regularly with clients in their 20s and 30s, helping them make good decisions about starting new business ventures, funding their educations, managing inherited wealth and tackling other challenges unique to the time in their lives when they are first charting their long-term path.

Clients 52

Clients Portfolio Planning Education 52