Wealth Think

Many financial advisors become so entrenched in the daily routine of responsibility, duties and heavy workloads that they fail to adequately plan for the ongoing success of their business. As we turn the corner from this year to the next, marketing expert Marie Swift invites you to take a “planning break” with specific exercises to determine laser-focused goals and a viable plan of attack.

The fiscal cliff. Deteriorating fundamentals. Volatility. Is the market about to fall? No one knows, but we know it is just a matter of time. How will you keep your clients happy when the next bear market comes?

So, you are working in a wirehouse now, how does independence look for you if you launch your own RIA?

Your IRA Expert examines non-spousal benefits and a series of questions on IRA/Roth conversions.

Benjamin Franklin said, “Without continual growth and progress, such words as improvement, achievement, and success have no meaning.” Franklin was right. While it may seem obvious that business growth is central to any advisor’s ultimate success, in today’s highly complex and competitive marketplace, the importance of growth cannot be overstated.

If there is a constant in the investment advisory landscape, it’s change. And few things are changing faster than the independent sphere.

When the concept of retirement was first mainstreamed in America in the 1930’s, it was largely viewed as having “one foot already in the grave.” For many baby boomers today, it might well mean the same thing.

Buying high and selling low isn’t a portfolio-damaging behavior that only investors struggle with.

The uncertainty has vanished with the re-election of Barack Obama as president. But the incumbent who won a second term last night still has a number of problems that he continues to face – from a sluggish economic recovery, a huge deficit, a stubbornly high unemployment rate and of course, the fiscal cliff.

Successful advisors chose their third-party partners wisely so that they can best use their extra time to make a greater impact on the individuals and families they serve.