EXPERT ADVISOR ADVICE

All that you need to know to get your life and your practice on the level you want it to be

Tuesday, May 03, 2022

Meetings That Convert: Amp Up Your Prospecting Process

Clients must recognize you as a person driven by their financial success. You can’t control what the prospect does, but you can control what you do.

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Thursday, Apr 28, 2022

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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Thursday, Apr 21, 2022

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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Thursday, Apr 14, 2022

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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Thursday, Apr 07, 2022

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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Thursday, Mar 31, 2022

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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Thursday, Mar 10, 2022

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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Thursday, Mar 03, 2022

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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Thursday, Feb 24, 2022

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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Sunday, Feb 13, 2022

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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