EXPERT ADVISOR ADVICE

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

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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Sunday, Feb 13, 2022

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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