Life

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Tax Day in a Pandemic: How to Prepare Your Clients for the July 15 Tax Deadline

Quick question: When is Tax Day? If you said April 15, most years you would be right. But, this year, the year of COVID-19, it is July 15. The annual […]

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Correlation: The Investing Strategy for Troubled Times

If you have a lot of your money in equities and Treasuries, you are probably actively working on a strategy for those investments. The questions you have undoubtedly asked yourself […]

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Map of the United States and most googled financial questions

What Money Matters Matter Most?

When it comes to money and finances, there are numerous areas any one individual could focus or find being a prevalent source of interest or concern for them. Google happens […]

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6 Marketing Moves to Attract High Net Worth Clients

A well-planned marketing strategy goes beyond setting up a functional website and sending out postcards a few times a year. Research shows that trust is crucial in the financial advisor-client […]

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woman smiling and opening a box

What’s Your Practices’ iPhone Box? Why You Should Never Miss an Opportunity to Wow Your Best Clients

If you have purchased an Apple iPhone and marveled at the box it came in, you have experienced the strategy smart marketers are using to differentiate themselves: never missing an […]

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The Secret to Successful Sales Presentations: Leave Nothing to Chance

As I pack my bag for a sales trip, I load what I consider to be essentials: Advil, Excedrin and allergy medication for on-the-road aches, pains and congestion; Extra shoelaces […]

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Credit Card Debt Killing You? Say Hello to The Rule of Eight

At a time when your dreams are just a click away, it’s never been easier to run up more debt than you can handle. Those smartphones we all carry were […]

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Getting to the Sale: 5 Steps to Closing Deals Faster

When it comes to closing a sale, the saying goes that a “yes” is best, but a “no” is better than a “maybe.” With a “no,” you can quickly move […]

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senior woman and her daughter

Do You Have a Plan for Long-Term Care?

The costs of long-term care are increasing every year, but most families do not understand what they will be confronting when it is time to start paying for care. Too […]

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Five Steps to Change the Habits that Are Sabotaging Your Career

For most of us, life has its routines: we get up about the same time every day, we eat the same breakfast and we take the same route to the […]

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