Resources to help you serve your clients and build your business.
Advisor Tech Tips
A debt limit primer: What your clients need to know now
For the 10th time in 13 years, the United States finds itself waiting for Congress and the White House to hammer out an agreement to raise or suspend the debt ceiling as the government inches toward a potential default. For clients who may be feeling unsettled, here’s a look at some debt limit basics that put the current situation in context. 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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Generating client referrals
The art of referrals
According to Hubspot, 90% of people trust suggestions from family and friends. Furthermore, 70% of people trust online consumer reviews. In this presentation learn the psychology of referrals and how to source them in three key areas of your business: digital reviews, traditional referrals from existing clients, and mutual referrals from strategic partners.
Don Connelly
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)