Carson Wealth
JANUARY 25, 2023
Communication Is Key Your preparer should tell you when to expect the engagement letters, organizers, etc., Those two documents cover most, if not all, of what you will need to provide for your return to be complete and accurate. Sometimes life events make it impractical or too stressful to collect all the documents on time.
Nerd's Eye View
OCTOBER 10, 2022
Communicating ongoing value to clients and prospects can be a challenge for financial advisors. Are they too disorganized to put together the necessary documents for creating a plan? For instance, do they need help defining their big-picture goals? Or do they know what they need to do but want help executing their plan?
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Nerd's Eye View
NOVEMBER 29, 2023
The traditional way that most financial planning has been offered was for an advisor to create "The Plan": a comprehensive document outlining a client's financial strategy that was delivered either on a one-time basis or updated annually.
Nerd's Eye View
APRIL 26, 2023
The 1st category of tasks that advisory firms must handle involves renewing their registration with the applicable state(s) in which they do business each year, which typically involves submitting select documents (e.g.,
Nerd's Eye View
APRIL 26, 2023
The 1st category of tasks that advisory firms must handle involves renewing their registration with the applicable state(s) in which they do business each year, which typically involves submitting select documents (e.g.,
Nerd's Eye View
NOVEMBER 21, 2022
However, by creating a systematic annual process to monitor and update client plans based on seasons, not only can advisors save time and work more efficiently, but they can also communicate the value of ongoing financial planning services to prospects and clients more effectively.
MarketWatch
JUNE 8, 2023
officials familiar with highly classified documents. China, which has agreed to pay several billion dollars to Cuba in order to build the spy base, would be able to scoop up electronic communications throughout the southeastern U.S., where many military bases are located, and monitor U.S. ship traffic, the report said.
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