Why Planning-Led Advisors Are Better Positioned During a Pandemic
By Matthew SchulteClients with a financial plan are seven times happier than those without, which suggests the added benefit planning can provide.
June 04, 2020
Help Your Clients Boost Charitable Giving With Complex AssetsDonating assets like LLC interests or even artwork through a donor-advised fund can help maximize clients' giving strategies in a tax-efficient manner.
June 03, 2020
5 Steps to Greatly Improved EfficiencyWith your team working from home, it's a good time to review the gaps and overlaps in your firm's operating procedures.
June 03, 2020
Breaking Bad Broker-Dealer BehaviorsSome IBDs are targeting advisors set to depart by playing hardball; here's a look at five specific tactics these firms are using.
June 03, 2020
FPA's Future: Big-Tent Leader or CFP Board Cheerleader?The FPA, once an outstanding megaphone for all in the planning universe, has become a shadow of its former self.
June 03, 2020
These 4 Words Make You the Life of the PartyHere's an easy trick to draw people out in social settings — remember those?
June 03, 2020
How Agents Become Champions of Vision Health NowThe COVID-19 crisis has crowded out all kinds of essential care, including eye care.
June 02, 2020
3 Local Influencers You Want to KnowKnowing people is good. Knowing certain people may be better.
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