Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
Professionalism Is a Sales Advantage
By Harold L. GellerThis MDRT Annual Meeting propounds a message: The best in the industry want to be even better. They want to learn. They want to teach. ...
June 01, 2008
Which Advisors Will Thrive?Strategic planner Dan Sullivan bases this book on one premise: Never has there been a more exciting time to be a financial advisor. Historically, he...
May 28, 2008
Charitable donations$295,000,000,000 - According to Giving USA 2007, the amount U.S. donors gave directly to charitable causes in 2006. 40 - The percentage of affluent Americans that...
May 28, 2008
Eight out of 10 advisors say they lack necessary charitable giving expertiseA recent survey from Schwab Charitable on charitable giving found: Wealthy Americans give 8 - 10 percent of annual income to charity, compared with 2...
May 28, 2008
Boomer advisors too reluctant to broach charity topicThe United Nations recently scolded Americans for not giving enough to poor countries, but here's a simple fact to make us all feel better; more...
May 01, 2008
Further MomentumIf your clients haven't already asked about socially responsible investing (SRI), they probably will in the near future. SRI has established itself firmly as a...
April 18, 2008
Financial services mail bomber raises security concernsDo you open your office mail without giving it a second thought? If so, you may want to get more cautious. That's because a person nicknamed "the Bishop" sent threatening letters and two pipe bombs in the past two years to several Midwest financial
April 17, 2008
Financial services mail bomber raises security concernsDo you open your office mail without giving it a second thought? If so, you may want to get more cautious. That's because a person nicknamed "the Bishop" sent threatening letters and two pipe bombs in the past two years to several Midwest financial