Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
SALT Deduction Cap Stays in Place After Supreme Court Rejects New York Challenge
By Aysha Bagchi, Perry Cooper, and Donna BorakThe court declined to review a constitutional challenge to the $10,000 cap on state and local tax deductions set by Congress in 2017.
April 18, 2022
Taxpayers Get Crypto Jolt in Otherwise Shockingly Normal SeasonThere are now reporting requirements for purchases and sales of digital currencies and non-fungible tokens on individual returns.
April 13, 2022
A Fresh Take on the Term 'Financial Literacy'Despite its well-intended positive connotation, the term can have the opposite effect, especially in underserved communities.
April 12, 2022
6 Critical Themes for the New Global EconomyCovid-19, supply chain issues and war in Ukraine are spawning winners and losers in financial markets and beyond.
April 12, 2022
10 Things to Do When You Need to Boost BusinessYou may not feel like doing business now, but spring is a great time to ring the cash register.
April 07, 2022
4 Ways RIAs Can Create Better Performance ReportsClients respond to a clear, attractive portfolio report that's tailored to their needs.
April 06, 2022
How the Monte Carlo Simulation Helps Close BusinessA detailed conversation with your client or prospect will take several steps in order to persuade them to invest.
April 04, 2022
Penny Phillips: Want to Build a Lasting Business? Make Yourself Less RelevantJourney Strategic Wealth's president says effective leadership means letting archaic practices and self-defeating belief systems go.