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    Marketing

    FinPlan Friday: A Financial Advisor's 2021 Marketing Plan

    New Year, New Marketing Plan December is a great time to sit down and evaluate your marketing plan for the upcoming year. The right marketing can help you reach your ideal prospects and help further your clients' trust in you. But how do financial advisors do it? Learn Joe's method for how to create a marketing plan for the New Year in this month's FinPlan Friday conversation.
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    Joe Elsasser

    FinPlan Friday: Life Insurance

    Life Insurance Policy Design Life insurance can be an effective tool for helping retired clients meet their goals, but it's important to consider the growth potential and funding level of the policy to really determine if life insurance is the right option for your client's specific situation. Learn more about how to make great life insurance policy decisions in our FinPlan Friday conversation with Joe.
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    Tax

    Essential Definition: The Tax Torpedo and 4 Ways to Avoid It

    Retirement planning involves much more than just investing your clients’ money and targeting a retirement age. The amount of money your clients have at their disposal is affected by several different factors, including how and when they claim Social Security benefits and the taxes they’re forced to pay on disbursements from various retirement funds. Poor planning can cause your clients’ retirement to be disrupted by the dreaded “tax torpedo.” Here’s how smarter long-term planning can help them avoid this disaster scenario.
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    Joe Elsasser

    FinPlan Friday: Finding the Best Clients for Your Practice

    Who Is Your Ideal Client? Many advisors have found success by narrowing their focus and choosing a specific niche to serve. In fact, according to a survey by TD Ameritrade, niched advisor practices showed 35% higher client growth, 25% higher revenue growth and 17% higher profit margins than non-niched financial planning practices. However, when you choose to establish a niched practice, you'll inevitably need to have some conversations about fit.  Learn more about niching your practice, determining which clients are the best fit for your practice, and how to have those difficult conversations when a client isn't a fit in our FinPlan Friday conversation with Joe.
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    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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    Marketing

    On-Demand Webinar: Marketing Advice for Advisors

    Refine Your Marketing  In this rapidly changing environment, it’s crucial for advisors to adapt and find new ways to reach clients and prospects. Many smart advisors have discovered that offering educational webinars is a great way to get in front of their ideal audience, but it’s not enough to simply offer a webinar. If you’re not marketing and following-up correctly, you risk missing out on key opportunities to gain new clients. With the right webinar marketing strategy, you can get new prospects to book time on your calendar.
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    Joe Elsasser

    FinPlan Friday: The Best Technology for Financial Advisors

    Is Your Financial Planning Technology Really Integrated? For years, financial technology companies have claimed they can make your life easier by integrating with your existing software solutions. Integrating "best in class" solutions seems like it would save you time, but in reality, it just leads to headaches. Many fintech solutions are built on different assumptions, leaving your "integration" to provide conflicting results.  Learn more about how the right integrations make a world of difference in our FinPlan Friday conversation with Joe.
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    Roth

    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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