Research states that firms with a specific target market are achieving greater rates of growth and profitability than their peers. Are you attracting the right prospects and enchanting them by meeting their every expectation? Download this guide for financial advisors.
How do advisers earn media coverage? And what should they do with it once they've earned it? Check out the top five media strategies from Media Minefield.
Smart advisors know that CPAs can add value to their practice, both by providing tax advice, and by referring clients who need financial plans. Being unable to provide tax advice should not stop you from helping your clients build a tax-efficient retirement plan. Enable them to make good decisions by building relationships with qualified tax professionals using our free CPA introduction letter template.
There are several layers of complexity to the Widow(er) benefit that make it difficult to determine whether to claim early, when to wait, and when to switch to the survivor’s own benefit. The good news is Social Security Timing® includes a widow calculation so you can run scenarios for your widowed clients and help them determine when to claim benefits.