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    8 Valuable Financial Advising Tools

    Fintech

    8 Valuable Financial Advising Tools

    Financial services is an increasingly tech-driven industry, and it is taking place on multiple levels. Advisors recognize the importance of engaging their client base through email, social media, online account management, and other digital channels. But their clients are also expecting advisors to leverage innovative wealth management tools that improve their ability to analyze risk, plan for various retirement scenarios, and optimize tax impact to minimize their burden over time.
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    How to Develop a Roth Conversion Strategy for Your Clients

    Tax

    How to Develop a Roth Conversion Strategy for Your Clients

    Roth conversions are a great way for financial advisors to help their clients manage tax obligations in the short term while also reducing overall taxes paid during retirement. As a financial advisor, your job is to recognize when a Roth conversion can benefit your client’s wealth management strategy and to identify the specific conversion strategy that will help your client achieve their financial goals.
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    3 Steps for Marketing Your Financial Planning Practice in 2020

    3 Steps for Marketing Your Financial Planning Practice in 2020

    Helping advisors grow their business is why we’re in business. That’s why we provide practice management and marketing resources. Creating a marketing strategy is a key component for the success of your business. In this changing era of constant communication and instant notification, marketing is more important than ever before. But, where do you start?
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    15 Shareable Facts for Financial Advisors to Stress Patience to Clients

    Practice Management

    15 Shareable Facts for Financial Advisors to Stress Patience to Clients

    When market volatility strikes, it is normal for investors to grow anxious about their holdings. But market swings and economic downturns are a normal part of investing. Trouble only starts to develop when investors make impulse decisions and overreact to these market swings. Although it can seem counterintuitive to some investors, the best response to a stock market plunge is to sit tight, avoid drastic decisions, and patiently wait for the market to rebound. By sticking to a set investing strategy, they can wait out this market volatility and protect their holdings until markets stabilize and the economy recovers. If you’re looking for some extra support to encourage clients to stick to their strategy, here are 15 charts and facts that will help keep their eyes on the long run.
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    Growth through Referrals

    Marketing

    Growth through Referrals

    Generate More Client Referrals Studies have shown that referral customers are both more profitable and loyal than normal customers - they have a higher contribution margin, retention rate and prove to be more valuable in both the short- and long-run.[1][2] Knowing that fact doesn't make it any easier to capture referrals. But the steps outlined in this article can.
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    Growth through Marketing

    Marketing

    Growth through Marketing

    How do I grow my business with Covisum? So many advisors know that marketing is valuable. But when it comes to HOW to do it and WHAT will be most effective, the landscape can get pretty confusing. Keep reading for some actionable ideas that you can put to work right away.
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    Seven Tips to Help You Master Email Marketing

    Marketing

    Seven Tips to Help You Master Email Marketing

    We are all inundated with email. I personally get hundreds a day— maybe more. And I often delete many of the emails I receive without reading them (not the ones from you!). Getting face time with your prospects and clients through email can be difficult, but there are some things you can do to improve your email game. Here are seven tips to help you make your emails more effective in your financial practice.
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    Financial Planning Techniques With a Multidimensional, Holistic View of Retirement

    Video

    Financial Planning Techniques With a Multidimensional, Holistic View of Retirement

    Income InSight brings together multiple financial planning techniques into one place: one website, one login, one client list. Social Security Timing, Tax Clarity, SmartRisk and Income InSight were created by Joe Elsasser, CFP®, a practicing financial advisor, specifically for other advisors who specialize in providing retirement advice to mass-affluent consumers.
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