This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Welcome to the 447th episode of the FinancialAdvisor Success Podcast ! Dan is the owner of The Exchange, a virtual content platform and community focused on helping financialadvisors master client acquisition and relationship building. Welcome everyone! My guest on today's podcast is Dan Allison. Read More.
While financialadvisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those services. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.
Key Highlights A referral program helps financialadvisors grow their businesses. It’s important to offer great rewards and make it easy for clients to refer their friends. Introduction In the busy area of financial advisory services, getting new clients is important for success. It helps to grow their client base.
Held on day two of the conference, 11 competing wealthtech firms each had but a few minutes to pitch their wares before three judges, Woodgage Financial's Jason Pereira, Nexus Strategy's Tim Welsh and Aureus Advantage's Amy DeTolla. Fynancial , which refers to itself as a digital experience platform, won Best in Show.
Welcome to the December 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financialadvisors!
FinancialAdvisor Websites and the Changing SEO Landscape Staying visible online is more challenging than ever, especially for financialadvisor websites. AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financialadvisors.
But there is another group of investors who swear by their financialadvisors. They credit their financial stability and success to their guidance. So that naturally brings up some questions – Should you hire a financialadvisor or trust your instincts, go solo, and save money?
Welcome to the 418th episode of the FinancialAdvisor Success Podcast ! Welcome everyone! My guest on today's podcast is Stacey McKinnon. Stacey is the chief operating officer of Morton Wealth, an RIA based in Calabasas, California, that oversees approximately $3 billion in assets under management for 1,300 client households.
[link] [link] [link] New FinancialAdvisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Key Highlights Find new ways to get better at being a financialadvisor.
By Anthony Matthews Jones, BSc (Hons), QFA As more countries ban cold calling, its become more important than ever for financialadvisors to build a steady source of referrals from their clients. Ill reply, Its for clients who have referred five people or more in a calendar year. ” The client will always ask, What is that?
The services they offer are great differentiators and help make advisors a go-to resource for navigating the intricacies of retirement income planning (which is very complex), healthcare-cost planning (a too often overlooked major expense), and as an end-of-life services guide (in the case of bQuest).
As the financial advice profession has matured, behavioral finance has become an increasingly important element of modern advice. From the prospect’s point of view, it’s easier to not hire a financialadvisor than it is to hire one (at least in the short term).
Consider recording this conversation, summarizing it, and storing it within your CRM system for easy reference. This step helps minimize the client’s concern that theyll have to “start over” with a new advisor, as the incoming advisor will be equipped with the personal details that foster trust.
Top 7 SEO Strategies Every FinancialAdvisor Needs to Know to Rank Higher on Google Its true, theres more than one way to skin a cat. The cat were referring to in the case of financialadvisors is leads, booked appointments , and new clients to grow your practice. Snag our SEO Checklist for FinancialAdvisors here!
By adopting these campaigns, advisors can achieve better results, connect with their target audience, and grow their business successfully. Introduction In todays challenging market, financialadvisors need strong financialadvisor marketing strategies. This is why video marketing works well for financialadvisors.
A financialadvisor Instagram bio might be short, but its impact isnt. Its one of the most visible pieces of your digital presence as a financialadvisor. Financialadvisors dont get second chances with first impressions. Include references to your bio CTA in posts: Link in bio for the full checklist.
Welcome to the July 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financialadvisors!
Market volatility refers to the rate at which prices rise and fall in financial markets. If you’re feeling overwhelmed or uncertain about how to proceed, consider seeking professional advice from a financialadvisor.
Spend Spending refers to the money leaving an account for expenses. Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financialadvisors. Find your financialadvisor matches. Find an Advisor
For reference, a correlation of 1.0 Consider working with a fiduciary financialadvisor to help manage your investments and provide financial planning guidance before and during retirement. If you have questions about your personal financial situation, consider speaking with a financialadvisor.
Consulting with a tax advisor from Harness can help you understand the complexities and implications of an 83(i) election in-depth, and can help you make the right decision for your specific needs. Get started Harness makes it easy to find tax and financialadvisors best suited to your needs. Starting at $1,500 per year.
a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading! a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!
Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning. Ratner is a commentator on life insurance and estate planning based in Cleveland, Ohio.
By Jamie McIntyre, CFP It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financialadvisor led with. So with that, the message was clear: Don’t lead with a financial product as the tool that is going to help someone.
A tax advisor from Harness can help guide you through the tax-loss harvesting process, tailoring the strategy to your specific circumstances and goals. Get started Harness makes it easy to find tax and financialadvisors best suited to your needs. Starting at $1,500 per year. Starting at $1,500 per year.
Earned income refers to wages, salaries, and self-employment earningsessentially any income obtained through work. and foreign income or miscalculating the FEIE can result in audits or lost tax benefits, and it’s advisable to seek professional tax advice to avoid mistakes and optimize deductions for the best financial outcome.
Thanks to rising incomes and innovations such as the Boeing 747, which Bill Gates referred to as the “ first world wide web “, affordable air travel became a reality for the masses. At time of publication, both the author and clients of Fortune FinancialAdvisors, LLC own shares of HEICO.
Saver’s Match ‘Free Money’ Could Pad Millennial, Gen Z Retirements ( Tobias Salinger , Accounting Today) Tens of millions of lower-income retirement savers could soon get up to $1,000 in matching contributions toward their nest eggs each year but they’ll need financialadvisors’ help.
Introduction to GIFT City and Its Legal-Economic Status The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the Government of India aimed at creating a world-class financial centre within the country.
Risk tolerance refers to your ability and willingness to endure changes in your investment value. A financialadvisor can offer personalized guidance and help develop a strategy tailored to your circumstances. Remember, successful retirement investing requires patience and discipline.
Get started Harness makes it easy to find tax and financialadvisors best suited to your needs. Harness makes it easy to find tax and financialadvisors best suited to your needs. Get started Harness makes it easy to find tax and financialadvisors best suited to your needs. Starting at $1,500 per year.
You may have heard of this referred to as the "Marketing Rule," as that is primarily what it has been focused on for so many years. We even have a new program aimed specifically at financialadvisors to fast track your Google review in a cost effective and compliant way.
Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financialadvisor before the end of the year. Get started with Harness today.
Featured Who we serve right-arrow arrow-sm-down left-arrow Back Who we serve We help our clients across financial services make confident decisions and power growth. Newsroom The latest news and announcements. Conversely, the equity tranche will also take losses first if the loans default on their payments to the CLO.
For reference, the federal estate tax exemption limit is set to revert back to $5 million (or around $7 million when adjusted for inflation). Talk to your financialadvisor before making any investing decisions. What About Your Equity Compensation? Past performance is no guarantee of future results.
Financial cybersecurity refers to the protection of your wealth from cyber threats. After all, loss prevention and risk management are just as critical to reaching your financial goals as growth and investment. Your financialadvisor can help ensure that your plan covers all aspects of your financial life.
Key Financial Risks to Watch For Four kinds of risk can affect philanthropic outcomes: Financial risk. This refers to the potential for your fund or foundation to lose financial value, due to poor investment decisions, insufficient tax planning, etc. Reputational risk. Honestly, it can be.
Firms that hire financialadvisors or customer service associates — especially in retail or high-net-worth planning — value the CFP far more highly than the CFA because it helps provide more client-facing expertise in tax, estate, retirement, and insurance planning.
Long-term care refers to a range of services designed to meet a person’s health and personal care needs over an extended period. Consult a financialadvisor: Planning for long-term care is a complex financial decision. What Is Long-Term Care?
A 401(k) rollover refers to transferring money from one retirement account, such as an old employer’s 401(k), into a new 401(k) or an Individual Retirement Account (IRA). You can discuss this situation with a financialadvisor to get a better idea of how big a tax hit this can be for you. Why consider a rollover?
Ensure BOI reporting compliance and remain updated with the latest BOI regulations with a tax advisor from Harness. Get started Harness makes it easy to find tax and financialadvisors best suited to your needs. Harness makes it easy to find tax and financialadvisors best suited to your needs.
Generally speaking, a tender offer refers to a bid or offer to purchase shares of a corporation. In terms of equity compensation, a tender offer can refer to an organized transaction that allows shareholders of private company stock to sell before an initial public offering (IPO).
Cross-reference signature requirements based on the account type and client profile. Related Blog Posts How Can Advisors Stay Current With New Technology? Mohammad Musleh July 10, 2025 Overwhelmed by Robo-Advisors? Where do you stand in terms of adoption?
Get started Harness makes it easy to find tax and financialadvisors best suited to your needs. Harness makes it easy to find tax and financialadvisors best suited to your needs. Harness can help you find tax advisors experienced in alternative investments and other complex areas to help you achieve your financial goals.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content