On this month’s Rainmaker Multiplier OnDemand episode, Jason sits down with business partner, Don Chamberlin, to discuss different approaches to finding and adding the right advisors who are a good fit to become rainmakers for your firm.
For the last two years, Don’s office has been the top office with C2P, doing the most amount [...]
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
C2P Advisory Group, a fiduciary-friendly insurance marketing organization (IMO), announced today that Bill Richardson has been named Senior Vice President of Business Development for the IMO, as well as its sister company, Prosperity Capital Advisors, an SEC registered investment adviser. Read Full Article
Check out Clarity 2 Prosperity Executive Vice President Dave Alison on 3 helpful rules for investors as the Dow goes up. Read Full Article
Author of “The Bucket Plan,” Jason L Smith finds that the happiest retirees stay productive. Whether they work part-time or volunteer in their community, they keep expanding their social connections rather than toggle between tracking their budget and watching television. Read Full Article