FMG

JUNE 17, 2025

Document Request Follow-up “Hi [Client Name], just checking in on those documents we discussed. Business Development Templates That Open Doors Referral Request “Hi [Client Name], glad to hear your friend is looking for financial guidance. ” This simple message makes a strong first impression.

Financial Advisor 52

Financial Advisor Communication Clients Financial Guidance 52

Harness Wealth

JANUARY 28, 2025

Proper documentation of losses can help reduce taxable income and avoid overpayment. This may include revising wills, trusts, and other legal documents to make sure that wealth is transferred according to the individuals wishes while minimizing the tax burden on heirs. What are the changes to 529 plans in 2025?

Taxes 52

Taxes Planning Retirement Accounting 52

Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. Here’s a deep dive into the average fees of financial advisors, in 2023. This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Sara Grillo

SEPTEMBER 26, 2022

Salaske: I think part of the other challenge too is, is even if you have the data and even if the CFP Board was inclined to actually use that data and go make folks go through their disciplinary process, if you look at their disciplinary process and also the disciplinary items that they actually look at it.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59