Are you nervous about asking your clients for referrals? Does it make you feel uncomfortable or pushy to approach the subject?
What if we told you there was a process to get your clients telling you if they’d like to make a referral? No more nerves; no more uneasiness.
In our latest episode of the [...]
In early May 2019, Alexander Acosta, the Department of Labor Secretary, stated that the DOL is working with the SEC to resurrect the fiduciary rule. This is not a surprise to those of us who follow this ever-changing proposed legislation.
As advisors, we know a best interest standard is a good thing, but what does [...]
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:
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.
![7 Ways The Right Mastermind Group Can Dramatically Boost Your Advisory [...]<br /> </p><p><a href=](http://clarity2prosperity.com/wp-content/uploads/7-Ways-The-Right-Mastermind-Group-Can-Dramatically-Boost-Your-Advisory-Business.png)
Continue Reading
The most successful advisors are always thinking about growth.
As a business owner, growth can be divided into two primary categories:
You can accomplish both at the same time, without adding a lot [...]
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 [...]
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.
In many cases, [...]
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 [...]
The 4% rule and its corollaries help ensure that your money will last through a 30-year retirement. The bucket system is extra insurance to help make sure you have enough until you kick the bucket. Read Full Article
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 [...]
Author of The Bucket Plan, Jason L Smith illustrates how severely negative returns at the beginning or at the very end of a 10-year horizon impacts investors. Read Full Article