App Review: How to Improve Your Content Game with Infographics

Posted by Sarah Howes

May 15, 2019 at 1:30 PM

You’ve seen them—those beautifully laid out, tidy, eye-catching e-mails, blog posts, and newsletters from companies well versed in marketing to their clients. We all should aim to have content equally as refined, but how do you achieve this if you aren’t a graphic designer yourself, and you don’t have one on staff? The solution is easy: use an infographic app.

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Topics: Marketing

7 Tips for Creating an E-Newsletter Your Clients Want to Read

Posted by Clare Graham

May 14, 2019 at 10:00 AM

E-mail newsletters offer a great opportunity to strengthen your connection with clients and prospects. But you can’t just throw a few articles into a Constant Contact template and call it a day. Strategy, goals, and, yes, your audience matter. Here are some things to think about when creating an e-newsletter for your firm.

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Topics: Marketing

Are Your Clients Eligible for Student Loan Forgiveness?

Posted by Martin Baker, CFP

May 8, 2019 at 1:30 PM

As the next-gen investor population continues to grow, financial advisors are looking for new and valuable ways to position their firm as a trusted resource. If you work with this younger client demographic, the topic of how to manage student loan debt probably comes up quite often. From refinancing to smart budgeting, there are a variety of strategies clients can use to take control of their loan payments. But in addition, those clients who work in a public service role may be eligible for student loan forgiveness, specifically through the Public Service Loan Forgiveness (PSLF) program.

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Topics: Education Planning

No Place Like Home: Helping Millennial Homebuyers

Posted by Anna Hays

May 7, 2019 at 10:00 AM

In your meetings with baby boomer clients, do conversations ever arise about their millennial children? Maybe Michael is finishing grad school, or Lizzy just moved out at 26. Have you noticed any trends in this younger generation—perhaps that after years of dragging their feet to settle down and buy a home, they finally are entering the market? You may want to consider taking note, as helping millennial homebuyers could allow you to expand the reach of your advisory firm.

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Topics: Financial Planning

Capturing Retirement Plan Rollovers: A Reminder to Be Diligent

Posted by Thomas Crutchfield, CFP, AIF, PPC, CPFA

May 1, 2019 at 1:30 PM

Traditional IRAs were created by the Employee Retirement Income Security Act of 1974. Originally designed as a vehicle for contributions, IRAs have seen most of their recent growth from rollovers from employer-sponsored retirement plans. In fact, capturing retirement plan rollovers can be an effective way to grow your assets under management. But you need to be diligent and ensure that clients are aware of all options available to them, which include leaving assets in the plan.

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Topics: Retirement Consulting

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