Wealth Think

Ask Ed Slott: Your IRA Expert explains when and why it’s best to use the five-year rule for distributions from an inherited IRA.

Steve Sanduski, “The Prosperous Advisor,” says when the markets turn turbulent, great advisors figure exactly what to do and say to calm down their anxious clients.

Steve Wershing, "The Referral Doctor," says the one of the biggest challenges financial advisors face when they’re trying to attract new clients is finding an effective way to differentiate themselves from the competition. Too often, advisors try to sell themselves as "better" when they really should be accentuating how they're different.

How do you stand out and make yourself different in a world where you have so much competition and you are viewed as a commodity.

IRA expert Ed Slott answers investors’ questions about transferring stock between IRA accounts and the best way to distribute an inherited IRA to other beneficiaries.

Now is the time to find out if your current business model is providing the kind of client experiences that makes you either a wealth manager or an investment facilitator. (And if you don’t know, you should because your clients surely know the difference.)

Marketing expert Marie Swift says financial advisors who find their voice and unleash their personal story will rise to new heights as they capture the attention and hearts of their audience and influence key decision-makers in their communities.

IRA expert Ed Slott explains the pros and cons of converting traditional IRAs to Roth IRAs for investors over 65 years of age.

Advisors clearly need to change how their practices are staffed up in order to meet the challenge of running clean, client-focused businesses.

Each social media site has its own culture. Every advisors needs to learn how to exist in them or risk getting lost in the crowd.