Q&A For Hosting Effective Virtual Meetings

Considering the current climate of not physically meeting clients due to the Coronavirus, how can we adapt the situation? How can we meet with new prospects, new clients, get new business in the door, and continue to deliver a good experience to our existing clients without meeting with them face-to-face? Q: Do many clients and [...]

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Seven Ways a Mastermind Group Can Boost Your Business

What exactly is a Mastermind Group, and why can it be beneficial to your practice?  As a group of like-minded individuals who can exchange ideas and support each other’s plans, a Mastermind Group should have the following three attributes: It must be friendly It must be growth-oriented It must be willing to share information among [...]

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7 Ways a Mastermind Group Can Grow Your Business

A Mastermind Group can be a powerful tool to help you network, learn, grow and create opportunities within your financial business. Uncover the solutions by viewing our infographic and for a complete overview download the whitepaper below. Delve into the seven ways by downloading the whitepaper below. 

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Effortlessly Build a Tax Practice in Less than 1 Year

The most successful advisors are always thinking about growth. As a business owner, growth can be divided into two primary categories: Find new prospects to whom you can sell your existing services, or Expand your services and sell more to your existing clients. You can accomplish both at the same time, without adding a lot [...]

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Comprehensive Planners & Transactional Advisors

The balance between simplicity and sophistication Historically, the financial services industry has been divided into two camps: transactional advisors and comprehensive planners. To maximize the success we have with our clients, there are important lessons and traits we can adopt from each. Transactional advisors: Transactional advisors act as specialists, helping their clients facilitate the purchase [...]

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2019 Tax Strategies: Increase Tax Savings

2019 Tax Strategies: Increase Tax Savings The 2018 tax preparation season is upon us, meaning that it is also time to review the new tax laws and start developing tax strategies for taking advantage of them in 2019.  Below are eight ideas that can be implemented immediately to help increase tax savings next year. Health [...]

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The Soon Bucket Solutions Within The Bucket Plan®

When it comes to determining which investment product or strategies you are going to recommend in your client’s plan, advisors typically consider risk tolerance, time-horizon, and in some cases the tax qualification to arrive at a prudent recommendation. As a general rule of thumb, the longer the time horizon before the client may need or [...]

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Event Advisory

Be Fiduciary Event August 23-24, Chicago  The DOL Rule may be dead – but the best interest standard is here to stay WHAT: Be Fiduciary is a 2-day event designed to teach financial professionals the best practices and turnkey processes needed to Be Fiduciary. With the fiduciary standard here to stay, attendees will learn the curriculum [...]

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