I want to learn more from advisors on
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
See More
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.
See More
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.
See More