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Finding a Mastermind for Financial Advisors
The “No Theories. No B.S. Rule” – You cannot talk the talk if you haven’t walked the walk!
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Let’s Talk Taxes: How to Approach Tax Season with Your Clients
There aren’t a lot of words clients hate to hear more than taxes. Keep reading to learn tips and tricks for broaching the topic of taxes with your clients and keeping the entire process smooth and productive.
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You Know What They Say About Taxes
You know what they say: nothing in this world is as consistent as taxes. Unfortunately, we all know how true that can be. However, you may be making mistakes in tax planning that lead your clients to pay more than they should.
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Let’s Take a Look At Your ADV
Before giving someone else advice about their practice, make sure you’re not the one speaking out of turn.
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Let’s Get a Copy Of The Tax Return
Instead of trying to argue with the client about the dangers of owning rentals, simply ask that the client get a copy of the tax return because “like fishing stories, everyone tends to exaggerate how much money their rental makes, EXCEPT when reporting it to the IRS.”
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Value Adds
If you are routinely providing clients with value adds in a consistent, efficient, and deliverable manner, the fear and doubt surrounding whether or not you’re worth what your charge begins to dissipate.
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Is That OK With You?
One of the most significant differences between ‘good’ advisors and rock-star level advisors is their use of open-ended vs. closed-ended questions.
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Email Is Still Mail
Somewhere along the way, we forgot that email is just that… mail. If you received a piece of written correspondence from a client, would you rush to your desk to send a letter back?
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Like Coke from a Coffee Mug: Run Your Best Client Meeting
Client meetings can be a dreaded part of a routine or you and your clients’ favorite part of your working relationship
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Secrets To Surging – What Other FA’s Don’t Tell You About Surging
Surge meetings happen with the Financial Advisors systematically holding client meetings in strategically designed blocks of time.
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Is The Financial Advisor Community Too Sensitive To Change?
“That’s a little harsh, don’t you think?” Was something that I heard recently from a group of Financial Advisors…
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ROTH Conversions And Capital Gains – Paying The Devil You Know
Some other day we will discuss the merits of ROTH conversions and Capital Gains harvesting, but for today, let’s focus on the taxes that must be paid when these tax strategies are used.
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Should We Buy Gold?
Spouses, come in to meet with you and they begin expressing concerns about inflation, the dollar strength/weakness, and ask – should we buy gold?
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