6 Knockout Strategies for the New Year
By Michael GoldbergA networking specialist proposes a plan.
January 15, 2021
Who Should Apply to IRS' Voluntary Disclosure Program?This latest program allows for voluntarily disclosing of tax violations beyond those relating to income tax.
January 15, 2021
Why Digital Disruption Matters for Your PracticeNow's the time to focus on giving your clients the ability to make a request and have it fulfilled as fast as Uber can deliver a ride.
January 13, 2021
Why Life Settlements Are SafeA life settlement community player looks at one common client concern about the idea of trying to sell a policy.
January 12, 2021
Empathy, Strategy and Retirement Savers' Downside RiskThe author says financial advisors need to take clients' fear of "paper losses" more seriously.
January 11, 2021
Why It's Time to Make Reputation Your Top PriorityOne way may be to acknowledge the possibility of bad outcomes in advance.
January 11, 2021
6 Reasons Clients Should Take a Fresh Look at Insurance in 2021This is a great time of year to look for gaping holes in their protection arrangements.
January 11, 2021
A Financial Advisor's Fiduciary Duty and Life SettlementsA life settlement industry player says fiduciaries have an obligation to talk about clients' life settlement options.
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