Resource Library

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  • Expand Planning Opportunities to Engage Clients & Build Referrals -- A Case Study

    From Everplans

    Discover how FIM Group, a 25-year-old wealth management company, used a streamlined solution to engage clients in estate planning, connect with heirs, improve client retention and build referrals.

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  • Tips to Improve Your Cyber-Strength

    From American Portfolios

    Solidify your cyber-strength with layered cybersecurity. Learn about password management systems and how combining them with two-factor authentication helps keep your online accounts safe.

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  • 5 Best Practices for Client Charitable Giving

    From Vanguard Charitable

    Expand your client relationships utilizing these 5 best practices. Help them develop charitable giving strategies to optimize donations, expand giving and fulfill their philanthropic goals.

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  • Millennials: Successfully Tapping into the Future of Your Practice

    From American Portfolios

    Millennials are the future of your practice; both as clients and employees. Understand how they think to capture them as clients, attract them as employees and retain them as firm succession plans.

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  • Fund Your Charitable Giving from Unexpected Sources

    From Fidelity Charitable

    Discover how charitable donations of complex assets such as real estate or privately held stock can help them give more to charity, save cash and lower their taxes, all at the same time.

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