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Holistiplan Launches Estate Plan Document Extraction Tool (And More Of The Latest In Financial #AdvisorTech – November 2024)

Nerd's Eye View

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Advisor sales enablement platform Nitrogen has announced its own feature for extracting information from prospects' investment statements that can be automatically fed into Nitrogen's analysis and proposal generation tools, which (..)

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Kitces & Carl Ep 151: What’s Holding You Back From Delegating What You Need To Let Go Of?

Nerd's Eye View

As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting along with it. Yet, even for advisors who understand the value of delegation, actually letting go is often easier said than done.

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all handshake hurdles M&A Understanding the Client Retention Hurdle in RIA Sales Understanding the Client Retention Hurdle in RIA Sales by Derek (..)

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Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development

Nerd's Eye View

Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. Some programs emphasize technical expertise, while others focus on communication skills needed to engage effectively with clients.

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The Comprehensive 5-Step Operational Guide to Systematizing Your Financial Advisory Firm

Steve Sanduski

However, if each piece of your tech stack isn’t integrated to communicate with the other pieces of your tech stack, you could end up with a fragmented infrastructure that complicates your processes rather than streamlining them. Bringing in New Clients: Includes marketing and sales processes for attracting and converting prospects.

Clients 64
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A Guide to Tax-Efficient Real Estate Investment

Harness Wealth

Real estate investment is one of the more common—and arguably more consistent—avenues to wealth creation, delivering capital appreciation, rental income, and portfolio diversification. Importantly, depreciation previously claimed on a property is “recaptured” by the IRS at a maximum federal rate of 25% upon sale.

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6 Ways to Manage Concentrated Stock Positions

Darrow Wealth Management

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Outright Sales: Selling stock through market or limit orders. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. Discuss your situation with an investment adviser.