Resources to help you serve your clients and build your business.
Advisor Tech Tips
Are supply chain disruptions temporary, or part of a new normal? 5 things you should know about supply chain disruptions
Interruptions in the supply chain have made scarcity a day-to-day business reality in 2021, impacting the availability of manufacturing components, finished products on store shelves, and the cost of everything from cars to books to new homes. Read Post
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Prospecting to women
Women have increasingly gained control over household spending, investing, and many aspects of financial decision-making. At the same time, they are responsible for up to 85% of all consumer purchases and make up about half of the workforce.
Intergenerational wealth transfer
Wealth Management Center resources
- Four steps for advisors to connect with family members (PDF)
- A closer look at the current estate and gifting tax rules (PDF)
- Ten income and estate tax planning strategies for 2020 (PDF)
Videos
Retirement planning
Investor education
- Converting a Traditional IRA to a Roth (PDF)
- Business succession planning (PDF)
- Developing a "tax-smart" retirement income strategy (PDF)
Did you know?
Financial planning experts Bill Cass and Chris Hennessey offer weekly insights to help your clients with complex financial matters.
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Practice management
Learn the art of advising clients from a seasoned veteran Don Connelly, Founder and CEO, Don Connelly and Associates, LLC.
Don and Putnam Investments have teamed up to offer this unique set of practice management insights to help you communicate more effectively with your clients and make your business stand out from the competition.
Say It So It Makes A Difference (AUDIO)
Distinctly Different: Ya gotta stand out! (AUDIO)