Money

5 Ways Wholesalers Can Help Build Your Practice (and Your Career)

By Mark Petersen It’s no surprise wholesalers are important resources for your firm. And their role in your success can extend far beyond their ability to serve as effective product […]

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6 Things your Clients Need to do to Protect their Aging Parents

By Matthew Paine For many advisors, a client meeting about multigenerational issues has been focused on transferring wealth to the next generation or helping them begin saving for their futures. […]

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3 Tips for Talking to Clients about Alternative Investments

If you’ve been advising clients for more than a decade, alternative investments probably haven’t been on the list of options you’ve discussed with most of them. Sure, a handful of […]

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7 Ways the Law Protects Seniors Who Sell Their Life Insurance Policies

I never get tired of sharing this fact: a life insurance policy is an asset. If a senior is not going to keep their life insurance policy—for whatever reason—they have […]

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Did the DOL Create a Buyer’s Market for Advisory Firms?

Every year after tax season, ‘for sale’ signs go up at CPA firms across the country. It’s no wonder. It’s a grueling business that forces accountants to run a marathon-length […]

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Ready to Attract Millennial Clients? Up Your Game With Crowdfunding

In the words of Steve Jobs, it’s time to “think different.” About technology, about your clients, and about your business. There’s a lot of change going on in the investment […]

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