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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

Welcome to the 409th episode of the Financial Advisor Success Podcast ! Welcome, everyone! My guest on today's podcast is Travis Hornsby. Read More.

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#FASuccess Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth, With Jennifer des Groseilliers

Nerd's Eye View

Welcome to the 426th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Jennifer des Groseilliers. Read More.

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#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

Nerd's Eye View

Welcome to the 421st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Daniel Friedman. Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. Read More.

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Your Future, Your Way: Navigating Estate & Retirement Planning as an Investor

Zoe Financial

At Zoe Financial, we’ve seen firsthand how proactive planning with a fiduciary advisor helps individuals protect and grow their wealth across generations. This guide consolidates what we’ve learned to help you refine, update, or pressure-test your current retirement and estate strategy with confidence.

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When Everything Changes: The 5 Stages of Grief—Financial Advisor Edition

Diamond Consultants

Its far more personal than most advisors imaginethat is, until it happens to them. Maybe its a sweeping compensation plan overhaul, the retirement of a long-time manager, or an unexpected acquisition. Change at your firm can come in many forms, but when its significant, it often hits harder than expected.

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Tax Strategies for High-Income Earners 2025

Yardley Wealth Management

Key Takeaways: Maximize available deductions through strategic planning Consider timing of income recognition and deductions Leverage investment and charitable giving strategies Stay informed about AMT implications Regularly review and update your tax strategy FAQ Q: What are the best tax deductions for high-income earners?

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Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

Darrow Wealth Management

Further, both examples ignore other sources of income, such as wages, pre-tax retirement account distributions, dividends, etc., Considering tax planning strategies to reduce the impact of the new MA surtax. Here are a few to discuss with your tax and financial advisor: Rethink your MA residency.

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