Glassdoor: ” 5 Tips To Answer The Dreaded “Tell Me About Yourself” Interview Question”

If you’re going on a job interview, then it’s likely you are going to get the often dreaded “tell me about yourself” question thrown your way. Read Full Article

Financial Advisor IQ: “You’re Not a Techie. How Do You Avoid Bad Technology?”

Few things infuriate people more than poorly designed technology. That’s clear to anybody who’s scoured a website for an hour, unable to find the one link she needs to get on with her day. Same goes for software that requires users to study Boolean logic. Read Full Article

Clarity 2 Prosperity and Prosperity Capital Advisors Partners with Soles4Souls in a National Tax Season Fundraising Campaign

Financial Planning Organization Collecting Shoes to Help Fight Against Global Poverty

Cleveland, Ohio – February 25, 2015 – Clarity 2 Prosperity and Prosperity Capital Advisors, national financial planning organizations with offices throughout the country, has partnered with Soles4Souls, an international non-profit organization dedicated to fighting global poverty, for a national tax season fundraising campaign. [...]

Life Health Pro: “34 ways to sell an annuity”

Annuities aren’t always an easy sell — the lack of overall awareness about how they work, along with media coverage of financial abuse and poor guidance, has created a tarnished reputation in the eyes of many consumers. Read Full Article

Financial Advisor IQ: “To Coddle Your Clients, Coddle Your Team”

Three days before Christmas, advisor Randy Carver had a heart attack in his office. A sales assistant searched the Internet for the proper first response and administered aspirin to the 50-year-old founder of Carver Financial Services in Mentor, Ohio. Doctors say that might have saved his life. Read Full Article

Financial Advisor IQ: “Tax Alpha Isn’t Just for the Superrich”

“Don’t let the tax tail wag the investment dog” is among the most ubiquitous warnings in wealth management. It also might be the most overhyped one. Read Full Article

The Wall Street Journal: “Voices: Greg Hammer, on Offering Tax-Preparation Services”

Voices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Read Full Article

U.S. News & World Report: “Retirement Saving Strategies for Every Age”

You can’t save for retirement in your 40s like you did in your 20s. Read Full Article

Financial Advisor IQ: “Getting Clients Comfortable With Your Young Successor”

Of the 8,600 advisors who Cerulli tells us will retire every year through 2027, many have a younger advisor in the wings ready to take over their longtime clients. Read Full Article

The Wall Street Journal: “Finding, Fixing Gaps in an Estate Plan”

The couple in their late 70s came to Jason L. Smith from another financial adviser. Read Full Article

Articles by: C2P