Know Your Clients: Data-Gathering Techniques for Financial Advisors

Posted by Patrick Sarne

September 19, 2018 at 1:30 PM

In Wealth Management: The New Business Model for Financial Advisors, Russ Alan Prince and Hannah Shaw Grove suggest that the wealth management model is the wave of the future. They also help advisors determine if this holistic life-planning approach is right for them and the best way to adopt the approach. But what really struck me when reading this book was the authors' description of how to gather client information.

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Topics: Financial Planning

Displaying Your Computer Screen on Your TV

Posted by Mike Bistis

September 18, 2018 at 10:00 AM

When this post was first published back in 2013, the idea of displaying your computer screen on your TV was relatively new. Since then, there's been a proliferation of digital and wireless technologies that allow you to easily take your office and conference room setup to the next level. So, I decided to revisit this topic to bring you the latest information on the technology available to you.  

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Topics: Technology

How to Know When to Hire a New Employee

Posted by Joni Youngwirth

September 12, 2018 at 1:30 PM

Many advisors often struggle with determining when to hire a new employee, and it can be difficult to decide if the costs—whether it be money or time—are worth it. Is it better to be proactive and add someone to the team ahead of time to avoid disaster, or to save money and wait to see if existing employees can handle the additional work?

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Topics: Practice Management

5 Tips to Elevate Your HR Strategy

Posted by Angela Sarver

September 11, 2018 at 10:00 AM

While changes in the financial services industry are occurring at breakneck speed, so too are changes in human resources best practices as we face new regulations, increasing human capital needs, and other outside pressures. Firms of all sizes that have a strong HR strategy at their center are poised to hold onto talented employees for the long term. But that strategy needs to evolve with the times and the firm’s growth.

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Topics: Practice Management

Pooled Income Versus Donor-Advised Funds

Posted by Patrick Noonan, CFP

September 5, 2018 at 1:30 PM

Many clients find great satisfaction in donating to a charitable mission that they are passionate about. And it doesn’t hurt that there’s usually an associated income tax benefit to giving as well. As a financial advisor, you’re in a unique position to help your clients create and implement a giving strategy to achieve their philanthropic and tax planning goals.

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Topics: Financial Planning

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