18 Dec It’s All About How You Sell Yourself
If you've ever watched Shark Tank, you're familiar with the elevator pitch. Each entrepreneur has only a moment to intrigue and sell the sharks on...
Blog
11 Dec Is it time to outsource that task?
Today, we're discussing outsourcing. If you haven't thought about it before, you might want to consider it after hearing from our guest. Our special guest this...
04 Dec 10 Types of Trusts: A Quick Look for the RIA
Have you had the talk? Your retired clients may be thinking about what happens to their wealth after they're gone. Have you had an honest discussion...
27 Nov Marketing for the Holidays
The holidays are the perfect time to connect with your clients. Expressing gratitude and providing helpful tips are just a few of the ways you...
13 Nov 5 Social Media Takeaways
I recently finished reading "The Social Advisor" by Amy Mcilwain. If you aren't familiar with the book, Amy makes a case for advisors to utilize...
05 Nov Developing a Strategy for 2019
Can you believe how quickly the year flew by? As January quickly approaches, it's time to think about your strategy for the new year. Where...
23 Oct Annual Compliance Reviews
Can you believe it? It's the last quarter of the year. That means it's time to look back and conduct an annual compliance review. What is...
02 Oct Tax Planning for Financial Advisors
Tax Introduction Taxes are one of the largest cash outlays for all small business owners, including financial advisors. There are ways to minimize your tax burden,...
24 Sep Do you have clients living in the EU? You may be subject to the GDPR.
The European Union approved the General Data Protection Regulation (“GDPR”) on April 14, 2016. It went into effect May 25, 2018. It is considered to...
06 Sep Steve’s Corner: Forecast or Fortune Telling?
Forecast or Fortune Telling? A recent survey found that the number one use of smartphones was to access weather forecasts. People plan their activities and actions...