Monday, May 17, 2021

Advisor Toolbox

Generate ‘Relationship Alpha’ By Teaming with Your Clients’ Tax Professionals

Six strategies for advisors to add value during and well beyond tax-filing season. (By Leslie Geller)

Help Aging Clients Escape ‘Invisibility’ Syndrome

These four steps can help assure clients they’re being seen, heard. (By Lynn Ballou)

Trouble Managing Money May Be an Early Sign of Dementia

Advisors sit in a good seat to spot clients' early problems of dementia and help families craft new plans to protect assets. (By Michelle Andrews)

Guiding Clients Through Purchasing a Vacation Home

Different lending rules and tax considerations apply to second homes. (By Scott Lindner)

How to Motivate Your Millennial Employees

Seven steps to get your younger colleagues — and you — more proactive. (By Breene Murphy)

Why Subscription-Based Financial Planning Works

Everyone over 50 needs a financial plan, even if they don’t have $250,000 in investable assets. (By James Brewer)

How to Transition Unprofitable Clients

Continue to care for them as you hand them to your colleagues. (By David Leo)

Starting a Financial Advice Podcast

Many advisors are starting podcasts. Here are five tips for success. (By Christopher Crawford)

Advisor Describes Repeatable Process for Attracting Ideal Clients

If she could give advice to her younger self, it would be to intentionally develop these steps sooner. (By Julia Carlson)

Prepare Clients for the Days They’ll Be Overwhelmed 

Major life transitions take energy, even the positive ones, says advisor. (By Karen Coyne)

Latest News

Boomers Would Rather Have More Money Than More Free Time, Finds Survey

Nearly one-quarter of boomers say they’d use free time to develop a skill or turn a hobby into a side hustle. (By Ravi Kumar)

Gerontologist Says More People Need Advisors Involved in Long-Term-Care Decisions

Start long-term-care conversations early so you’re not scrambling to help clients raise cash. (by Molly Prues)

Going Back to School Won’t Lead to a Better Job for the Pickleball Crowd

Clients in their 50s may fair better with a side hustle instead of another diploma. (By Beth V. Walker)

Generate ‘Relationship Alpha’ By Teaming with Your Clients’ Tax Professionals

Six strategies for advisors to add value during and well beyond tax-filing season. (By Leslie Geller)