It is a popular notion in the industry that only older advisors are and should be worried about succession planning. I beg to differ. Let me cite the example of a sole practitioner in Boston, MA I’ll call John Jones, who I recently spoke...
The emergence of so-called “robo-advisors” – online platforms that provide investors with analytical tools for creating their own financial plans and investment portfolios – has been creating a ripple of concern within the...
High tax rates are top of mind for every advisor as they see the impact on their clients’ returns, and therefore this issue is increasingly becoming important for clients as well, particularly for those with higher incomes. As a result, tax...
If your prospect or COI has a LinkedIn account, you should connect with them. Period. Not only does it enable you to learn heaps of information about your prospect, it creates additional touch points. These creative points of contact help...