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Total: 50 results found.

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1. Risk Tolerance Is Risky Business
(Matching tags: risk management,goals,client education,asset allocation)
Advising clients on an appropriate asset allocation typically evolves from determining risk tolerance. Many advisors rely on risk tolerance software or questionnaires, but there is more to making a recommendation ...
Wednesday, January 25, 2017
2. When Clients Are Their Own Worst Enemy
(Matching tags: behavioral finance,client education,financial planning)
I was recently quoted in a article titled “When clients can’t afford to retire.” Although the article covered some of the basics, I thought it would be good to address ...
Wednesday, August 17, 2016
3. New Overtime Goals
(Matching tags: client education,employees,compensation)
Whether you're an employee or an employer, you could be affected by new overtime rules enacted by President Obama and the Department of Labor on May 17, 2016. Officially an update to the Fair Labor Standards ...
Tuesday, May 31, 2016
4. Annuities And The Fiduciary Rules
(Matching tags: fiduciary standard,annuities,client education)
I have often written about the “evils of annuities.” In my experience, I have seen annuities sold:   Within retirement accounts – There is no purpose to putting a high ...
Tuesday, March 01, 2016
5. Fire A Bigoted Client?
(Matching tags: client education,business ethics,client retention,DOMA)
... the founding principles of this country. Knowing that I have some gay clients and that many of my clients would likely have gay relatives or friends, I decided to put on a webinar covering the financial ...
Monday, July 27, 2015
6. I Am A Fiduciary And I Am Ready To Serve Retirement Investors
(Matching tags: fees,fiduciary standard,client education,registered investment advisors,retirement plans,fiduciaries)
... fiduciary standard - putting the clients' interests first - does not currently apply to stockbrokers and other financial salespeople who are not Registered Investment Advisors.      ...
Tuesday, March 17, 2015
7. Goal Or Financial Decision?
(Matching tags: client education,financial planning,client communication)
I've been asked some puzzling questions during my career. Most of these fall into a category that I call "goal or financial decision." Once, when I volunteered for a financial planning hotline, ...
Tuesday, September 02, 2014
8. Free Newsletter Content: Tax Loss Harvesting
(Matching tags: client communication,Tax-efficient investing,tax efficient investing,client education)
Do you want to inform your clients about how you are saving them money? I usually add content to the quarterly newsletter we send out. Here is a recent article about tax loss harvesting. Please feel free ...
Monday, August 18, 2014
9. Free Newsletter Content: Tax Loss Harvesting
(Matching tags: client education,client communication,tax efficient investing,Tax-efficient investing)
Do you want to inform your clients about how you are saving them money? I usually add content to the quarterly newsletter we send out. Here is a recent article about tax loss harvesting. Please feel free ...
Monday, August 18, 2014
10. Obstacles To Location Optimization
(Matching tags: client communication,Tax Management,behavioral finance,investment management,investment strategies,Tax-efficient investing,client education)
Location optimization can be a great tool in portfolio management. Location optimization, in basic terms, is locating specific types of investments in specific types of accounts to minimize taxes. The ...
Monday, August 11, 2014
11. Protecting The Innocent
(Matching tags: client education,annuities,selling)
... amount of $40,000.   Now, $40,000 might not seem like a lot for those of us advising clients with portfolios of several million dollars. For my friend's parents, $40,000 was a huge chunk of their ...
Sunday, June 29, 2014
12. Keeping Clients In Up Markets
(Matching tags: client communication,client retention,hehavioral finance,client education,client loyalty,client satisfaction,diversification,client communications)
I'm frustrated. I lost three long- term clients this year. I'm not used to losing clients. They all had the same reason for leaving: they thought their 2013 returns should have been higher.  I ...
Monday, May 26, 2014
13. Beware The CPA!
(Matching tags: Tax-efficient investing,tax efficient investing,client education,CPAs,referrals)
Doing your best for clients can get you into trouble. As a responsible investment advisor, you try to pay attention to all of the details:  ...
Tuesday, March 11, 2014
14. Beware Elder Fraud!
(Matching tags: client education,client communication,fraud)
It might seem trite to bring up "elder fraud" again. Trite as it might seem, it is real and happening NOW! A good friend called me last week, upset after finding out about her parents' experience. ...
Sunday, March 02, 2014
Juniors Are Rising   It’s the end of February, which means your clients’ high school juniors are gearing up for their college search and section process.   As your ...
Wednesday, February 26, 2014
16. Confessions Of A Tech Junkie, And The Latest Computer Monitors For Making Effective Client Presentations
(Matching tags: Windows 8.1,Surface Pro 2,content marketing,client education,advisor technology,client communications,productivity)
About a week after I purchased an $860 27” a WQHD 2560X1440 touchscreen monitor, Lenovo announced a plan to release a UHD 3840x2160 touchscreen “smart” monitor in July 2014. My wife is ...
Thursday, February 06, 2014
Some months ago, Advisors4Advisors stopped sending the Daily Digest, a daily summary of top stories we thought advisors needed to read. My decision to stop sending an email daily to registered users ...
Tuesday, February 04, 2014
18. How To Use Your Touchscreen To Draw Anywhere On Your Desktop; Free App Will Make You A Better Presenter
(Matching tags: how to,client education,marketing,client communications,prospecting)
 I just could not get a colleague to understand what I meant yesterday when I asked him to center horizontally two elements on a Web page.   He’s a really smart guy, but his mind’s ...
Friday, January 24, 2014
19. Medicare Surtax On Investment Income - Beware!
(Matching tags: client education,client communication,high net worth,medicare surtax,new tax rules,Tax Changes,tax law,tax planning,Tax-efficient investing,Taxes)
As of 2013, your clients might be impacted by the by the 3.8% Medicare Surtax. And, if they are, they might ask you, their advisor, for an explanation! It's important to know how the calculation works ...
Tuesday, January 07, 2014
Some questions went unanswered at my recent webinar about estate planning techniques financial planners need to know about as 2014 begins. Below are answers to questions from attendees about when portability ...
Friday, December 27, 2013
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