Remove Clients Remove Tax Planning Remove Wealth Advisor
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Adviser links: sitting in the middle

Abnormal Returns

Podcasts Michael Batnick talks with John Phoenix, founder and partner at Wealth advisor Growth Network, about RIA M&A. youtube.com) Ben Johnson and Julie Willoughby talk with John West, co-founder of Flat Rock Wealth Partners. blogs.cfainstitute.org) Taxes When it comes to tax planning, what you need to know about the BBB.

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Adviser links: a unique experience

Abnormal Returns

Podcasts Daniel Crosby talks with Christina Lynn about Motivational Interviewing in order to enhance the work of wealth advisors. justincastelli.io) Taxes Some speculation on what is next for the TCJA. kitces.com) Tax planning and wealth management go hand-in-hand. thinkadvisor.com)

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Slow Adoption for Many Reasons

Inside Information

Ayasha Jones, partner and Director of Operations at BlueSky Wealth Advisors in New Bern, NC said that she and other ops professionals are inundated with new fintech options all the time, and the IT percentage of the operating budget is larger than it ever was. But a number of readers got back to me with a reality check.

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Adviser links: the RMD mentality

Abnormal Returns

Podcasts Michael Kitces talks divorce planning with Michelle Klisanich who is a Wealth Advisor for Financially Wise Divorce. youtube.com) Ted Seides talks with Jeff Assaf who is the founder and CIO of ICG Advisors. investmentnews.com) On the importance of tax planning in the first few years of retirement.

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Adviser links: additional designations

Abnormal Returns

(standarddeviationspod.com) Michael Kitces talks with Lisa Brown who is a Partner and Wealth Advisor for CI Brightworth about finding your ideal clients. thinkadvisor.com) Taxes Some steps you can take to upgrade your tax-planning game.

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Tax Planning

Carson Wealth

For many clients, it is one of the largest fixed-line items of their life whether it is property tax, income tax on interest or RMD’s or capital gains on dividends. In a perfect world, I am able to start constructing a client’s cash flow for several years prior to their actually needing it.

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Financial Advisor Showcase: FSC Wealth Advisors

FMG

For our latest Financial Advisor Website Showcase, we are joined by James. M Comblo, CEO of FSC Wealth Advisors. Client-Centric Copy: The website copy goes above and beyond by prioritizing client goals and questions they often receive. Initially, I didn’t plan to become an advisor.