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 their product or service. A well polished elevator pitch doesn’t happen overnight. It takes time and practice. Today, we’re sharing some helpful tips to get you ready for your next […]

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 can enrich their lives. You’re the Expert The holidays are a stressful time of year for many. Financial goals can be easily undermined when Santa comes to town. There are […]

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, but it’s important to understand the tax planning process to take advantage of those opportunities. This article discusses fundamentals of tax planning, as well as common tax reduction strategies […]