Financial Planning

Melissa Joy

Voices 9 Tips for Making Newsletters That Actually Communicate With Clients

Melissa Joy

Advisors who use these guidelines may see their efforts mushroom, as Raymond James advisor Melissa Joy found.

Financial planning December 10, 2015

Financial planning December 10, 2015
Voices Social Security & Divorce: 6 Ways to Maximize Income

Melissa Joy

As the baby boomer client base enters retirement, financial planners need new ways to handle Social Security claiming strategies.

Retirement planning July 6, 2015

Retirement planning July 6, 2015
Voices Your Clients Deserve a Second Opinion

Melissa Joy

We've restructured our planning sessions so that our advisors team up with a second CFP to deliver more robust advice. Here are three ways the approach pays off.

Practice management April 29, 2015

Practice management April 29, 2015
'Why I Don't Make Forecasts'

I don't want to be a distraction, I don't want to be irrelevant -- and I don't want to be wrong. Perhaps you shouldn't be making predictions either?

Practice management Melissa Joy March 20, 2015

Practice management Melissa Joy March 20, 2015