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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. Younger Gen Xers tend to be more akin to millennials, preferring shorter, more frequent digital communication from their advisors.

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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

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3 Small Ways to See Big Marketing Results

Indigo Marketing Agency

Personalized communication consistently delivers higher engagement and stronger client loyalty. It personalizes your communication and makes your insights more relatable, which is especially important for attracting and retaining clients in a digital-first world. Blogging can make you 13x more likely to achieve positive ROI.

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The Comprehensive Handbook for Digital Marketing for RIAs

Midstream Marketing

Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. Hosting webinars or online workshops that teach potential clients about important financial topics and show that the RIA is a leader in the field.

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Enhance Your Reach: Content Marketing for Financial Advisors

Midstream Marketing

Tax Planning: Help clients learn smart tax strategies. Discuss estate planning and how financial decisions can impact taxes. Video Marketing: Engaging Your Audience Visually Incorporating video marketing into your plan helps you connect more with your audience. You can give early access to webinars.

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How to Optimize Your Book of Business Post-Tax Season

Harness Wealth

Instead of billing for time spent, fees are aligned with the tangible benefits clients receive—whether it’s strategic tax planning that reduces their liabilities, expert consulting that guides key decisions, or proactive advice that helps clients deal with complex financial landscapes.

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A Guide to Tax-Efficient Real Estate Investment

Harness Wealth

A key consideration, however, is that depreciation recapture, unlike the rest of the capital gain, is generally taxed in full in the year of the sale, even with an installment arrangement. The process involves an investor transferring appreciated real estate into an irrevocable CRT, which then sells the asset tax-free.

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