Indigo Marketing Agency

MAY 17, 2022

Join me in this quick video where I uncover the sweet spot for the length of a financial advisor’s blog post! We get this question all the time: What is the perfect blog post length—how many words—for a financial advisor? Google used to have in their algorithm that a longer blog post was better and that 2,300 words was the sweet spot, so you’ve likely heard that metric repeated a lot.

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Financial Advisor Engineering Education Financial Planning 59

Diamond Consultants

MAY 17, 2022

Tenured advisors have invested a lifetime in building a business with real value, yet many don’t have a succession plan. Why the delay? And what are their options? Succession planning has become one of the hottest topics in the industry and a leading driver of advisor movement. In their recent study, The Impending Succession Cliff , Cerulli reported that more than one-third of advisors are expected to retire within 10 years, setting up the transition of nearly 40% of assets.

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Retirement Recruitment Planning Wealth Management 52

Investment Writing

MAY 17, 2022

“Get angry” when you want to be creative, says John Hegarty in Hegarty on Creativity: There Are No Rules. Hegarty is a founder of an ad agency. Hegarty points to Picasso’s Guernica as an example of how anger can fuel creativity and big accomplishments. He says. When Picasso painted Guernica , one of his most famous works, I don’t think he was whistling happily to himself.

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Education Investing Investments 52

Covisum

MAY 17, 2022

Financial advisors want to make the right suggestions surrounding taxable Social Security benefits for their retired clients. In many cases, properly planning retirement account withdrawals alongside Social Security benefits can lower the total tax burden. However, with the rules and information surrounding the timing of Social Security benefits and taxes, painting a clear picture of what to expect can be challenging.

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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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