Wealth Think

It took years for the great civil right activist’s final wishes to finally be honored, something that legacy expert attorneys Andy and Danielle Mayoras say could have been resolved much sooner had she done a better job – or had better advice and professional assistance – with her estate planning.

Most industry professionals who know their mobile apps say every firm should have one, especially those that claim to be serious about being accessible to their clients.

Steve Sanduski, the Prosperous Advisor, says it’s important for financial advisors who want to succeed to understand the “why” behind each of their goals. They also must ask themselves if they’re setting these goals for the right reasons and whether they’re in the best interests of their clients.

This week, IRA expert Ed Slott fields some questions from investors about non-deductible IRAs and RMDs on inherited IRAs.

Marketing expert Marie Swift says events can be a great way to help enhance relationships with current clients, position yourself in front of qualified prospects, and build important mutually beneficial relationships with centers of influence.

This week, marketing expert Marie Swift examines some of the best ways financial advisors can get face time with their clients and qualified prospects.

This week, IRA expert Ed Slott fields questions from investors about transferring IRAs to beneficiaries, converting traditional IRAs to Roth IRAs and required minimum distributions from inherited accounts.

TJ Gilsenan, the Web Savvy Advisor, says it's time for advisors (if they haven't already) to start tweeting. Here are some tips to help you and your firm start taking advantage of this powerful social media tool.

Even in the digital age, nothing beats the “see the people” approach. This week, marketing expert Marie Swift shares two advisor success stories and how they are automating the referral process and supplementing their in-person communications with new media.

This week, IRA expert Ed Slott tackles a variety of questions from investors and accountants on beneficiary IRAs, hardship withdrawals and reconverting traditional IRAs back into Roth IRAs.