Wealth Think

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.

This week, IRA expert Ed Slott answers questions about the tax implications of inherited IRAs.

Legacy expert attorneys Danielle and Andy Mayoras say that the inventors of Gore-Tex, the breathable, waterproof fabric used by many outdoorsmen, illustrate why advanced estate planning is critical.

This week, IRA expert Ed Slott clears up whether investors can deposit proceeds from dividends, interest and stock sales to pad their existing IRAs.

Steve Sanduski, The Prosperous Advisor, says financial advisors often ask him for secret tips or advice that will jump-start their business and help them grow their assets under management. Here are some of his top ideas for advisors who want to build a better future for themselves and their clients.

Marketing expert Marie Swift says savvy financial advisors know that they must create an effective program that engages leads, builds rapport and converts prospects into lifelong clients. Here’s how one savvy financial planner is doing just that.