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Advising clients financially can be emotional business. A female-friendly advisor knows how to validate clients feelings while assisting them in making sound financial decisions. This is not an easy task, however, and a simple technique called the Wise Mind can help.
February 18
Principal, KBK Wealth Connection & Author, Creating Wealth from the Inside Out Workbook -
Your IRA Expert examines the question: Does an IRA need to be in a fee-based or wrap account?
February 14
Ed Slott & Co. -
Legal and regulatory considerations on the path to independence.
February 14
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How many people would jump at the chance to trade places with 15-year-old twins who stand to inherit one billion dollars in six years? Andy and Danielle Mayoras warn: be careful what you wish for.
February 13
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Robert Sofia says that the social network is important for advisors, but if you cannot (or will not) approach it properly, dont bother.
February 12
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The number of tablets purchased by businesses will more than quadruple to in the next four years. In terms of mobile adoption, the wealth management industry has lagged, but that is about to change.
February 8
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Your IRA Expert answers the question did the 2013 tax law add any income limits to a Roth conversion?
February 7Ed Slott & Co. -
The sequel is never as good as the original. Advisors have a hard time repeating outperformance.
February 5
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Your IRA Expert explains direct rollovers and IRA tax implications.
February 5Ed Slott & Co. -
Looking for that next career opportunity has changed. Long gone are the days of paper resumes. Today, you need to be innovative in order to be seen.
February 4
