Wealth Think

With clients at home in pajamas, It’s time to go virtual.

As financial professionals we are not immune to anxiety — we are just informed and that’s a value-add for clients.

These direct payments are intended to provide direct assistance to American taxpayers who have lost wages, jobs or opportunities because of COVID-19. But there is some fine print.

Most planners have navigated major market events before. Others, like me, have not yet seen anything like this in our adult or professional lives.

With fewer people investing in active strategies and more options to choose from, competition is extremely fierce.

Your participation in the latest Financial Planning Tech Survey will allow us to analyze and provide valuable information about industry trends. For each completed survey, we will donate $10 to Direct Relief to help in the fight against COVID-19.

It has taken me eight years of conscious work to be able to discuss this topic so frankly.

Your goal should be a visually compelling site with brief, concise content that immediately tells a visitor who you are, says marketing expert Dan Sondhelm.

Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”

Turning loss into profit in down markets can seem like magic to some clients.