5 Critical Marketing Questions Financial Advisors Must Ask Themselves
Many advisors spin their wheels when it comes to creating engaging marketing material. Why? Because they aren’t asking the right questions.
5 ‘Whys’ for Commercial Real Estate Investing
Commercial real estate is a unique asset class that warrants consideration by investors given its many benefits.
Self-Directed Investments for Divorcing Clients: What Advisors Should Know
Many clients who receive retirement assets from an ex-spouse choose to invest them in a self-directed account. Here's how advisors can help manage those assets.
Retirement Safety Net Combines Variable and Deferred Income Annuities
Clients can reap the benefits—at a better price point—of market participation and income guarantees by combining a variable annuity with a deferred income annuity.
9 Creative Ways for Financial Advisors to Acquire Clients
If your client acquisition tactics have become tiring or boring, they’re probably also not working very effectively, either.
File and Suspend Creates a Social Security Insurance Policy
A Social Security loophole lets clients who have delayed retirement get benefits even after the initial deferral decision has been made. There's one caveat, however.
Top 10 Social Security Myths: Part 2
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part two of our series, we debunk five more Social Security myths.
IRS Blesses 401(k) Rollovers With Pre-, After-Tax Contributions
New IRS rules change the treatment of after-tax retirement plan assets upon distribution, providing flexibility and certainty for clients with both pretax and after-tax contributions.
Top 10 Social Security Myths: Part 1
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part one of a series, we debunk five big Social Security myths.
3 Easy Ways to Build a 401(k) Advice Niche
By following a few easy steps, you can develop a robust retirement plan business.