Wealth Think

Legacy expert attorneys Andy and Danielle Mayoras say it’s not too late to help your clients tackle an issue that should be among their most important resolutions in the New Year: estate planning.

As an advisor, your ability to engage in clients’ goal-setting conversations may well prove the difference between them staying with you or going elsewhere.

Marketing expert Marie Swift says some advisors are realizing success using today’s interactive, real-time web to amplify their voice and position themselves not just as thought leaders but as social creatures on a mission to educate the public on all things financial.

The business world is getting more global. Does that mean you should be following suit with your practice? Based on conversations I’ve had with some bank advisors over the months, and especially in the past few weeks, most would probably rebuff that idea. But I’m not so sure.

If you’re heading to the Financial Services Institute’s OneVoice Broker-Dealer Conference starting Monday – and even if you’re not – it’s time to reboot because, for the first time, the seventh annual conference will feature a technology track.

This week, IRA expert Ed Slott addresses questions about the tax implications resulting from tapping into Roth IRAs and the timing of required minimum distributions.

Steve Sanduski, The Prosperous Advisor, offers up advice for fast-growing firms experiencing “big company” issues that can either derail their practices or, if handled properly, start them on a new growth curve.

Legacy expert attorneys Andy and Danielle Mayoras say the billonaire's case serves as a reminder that too many people make the estate planning mistake of relying on verbal or written promises that contradict their will or trust.

This week, IRA expert Ed Slott answers questions from people concerned about the details surrounding inherited IRAs and distribution options.

Marketing expert Marie Swift shares some ideas for riding the retirement wave, appealing to allied professionals and building name recognition within specific communities of interest.