Planning and Advice

Out-maneuver procrastination

There are always office tasks—whether it’s compliance forms or calling back that tetchy client—that tend to fall to the bottom of an advisor’s to-do list.

By Staff |June 2, 2014

1 min read

Industry

Should clients file taxes if they’re bankrupt?

Roughly half of the people I see in our bankruptcy practice owe taxes.

June 2, 2014

3 min read

Industry

Divorce delays retirement plans

80% of “grey divorcees,” people who divorced at the age of 50 or older, say they will delay retirement because they need to work longer than planned.

By Staff |June 2, 2014

2 min read

Planning and Advice

8 phrases for tough conversations

People who bluntly say what they mean may be considered rude. The advisor’s dilemma is often how to get her point across without sugarcoating, while at the same time not seeming harsh.

By Bryce Sanders |June 2, 2014

3 min read

Transition clients to fee-based

The best reason to transition is that a fee-based model further aligns an advisor’s and client’s interests. And that’s what you must explain to clients when making the switch. Here's how.

3 min read

Why retirees shouldn’t focus on income investing

As investors approach retirement, many will ask their advisors whether it’s time to change strategies to focus on dividends and other income-generating investments. It’s easy to see why they feel compelled to switch gears once they are no longer in the accumulation stage. But problems can arise when retirees base their investment decisions primarily on yield rather than looking at the big picture. Here are three reasons to focus on a retiree’s total return rather than current income.

3 min read

Learn a prospect’s earning potential

When interviewing for a new job, it’s helpful to know the approximate salary of your future counterparts, or equivalent employee at a competitive organization; Forbes has suggestions to help you find that information.

By Staff |May 26, 2014

1 min read

Planning and Advice

Out-maneuver procrastination

Should clients file taxes if they’re bankrupt?

Divorce delays retirement plans

8 phrases for tough conversations

Pump up the thermostat to boost client relationships

Transition clients to fee-based

Why retirees shouldn’t focus on income investing

2 tax benefits of a company car

Learn a prospect’s earning potential

The ABCs of cash flow planning: U is for Unification