How Scammers Are Targeting Your Clients
By Nysia GeorgeOne solution may be to label your outbound calls.
February 21, 2023
The War on Offensive Language Has Gone Too Far (Can I Still Say 'War'?)Yes, it's important for advisors to speak carefully, but new diktats seem designed to cause us to fail.
February 13, 2023
How the Ideal Portfolio Is Like the Ideal SpouseA little Valentine's Day fun: Is your client's portfolio "marriage material"?
February 13, 2023
How Taxation of Life Settlement Proceeds Works NowThe size of the tax bill depends partly on the health status of the client.
February 10, 2023
The Account People Forget to Roll OverClients probably remember their 401(k) plan assets. Remind them of their HSAs.
February 09, 2023
Create Your Own WhaleA client relationship expert looks at how to find referrals outside your pond.
February 07, 2023
12 Tips for Clients Who Are Digital NomadsAs their advisor, you can help these clients save money while they work from wherever they choose.
February 07, 2023
Variable Annuities Look Pretty Good at Tax TimeYour clients might want to consider a variable annuity if they want to avoid capital gains taxes.
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