Wealth Think

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.

Legacy expert attorneys Andy and Danielle Mayoras say there’s no doubting the greatness of Martin Luther King Jr. However, he made a mistake common among millions of Americans: He didn't have a will.

Marketing expert Marie Swift says financial advisors who publish articles and engage with the press increase their credibility and give clients and potential clients something to talk about.

This week, IRA expert Ed Slott returns to answer questions from investors on topics ranging from Medicare premiums and replacing IRA withdrawals to required minimum distributions.

Legacy expert attorneys Andy and Danielle Mayoras say events surrounding his estate have been anything but consistent with his musical legacy. In the 30 years since his death, his estate has seen far too many court fights, lawsuits and money-grabs to count. And that legacy of fighting over money doesn’t seem likely to end any time soon.

Marketing expert Marie Swift says creating perceptions in the listener’s mind is an important marketing aspect for financial advisors. A good “elevator speech” is a succinct way to tell your story and distinguish you from others. It's also a way to qualify potential clients and to generate referrals, with an oft-overlooked bonus: confidence.

The repeal of the 3% withholding tax might actually make life easier for financial planners and their clients.

Legacy expert attorneys Andy and Danielle Mayoras say the intrigue and legal wrangling surrounding the copper heiress’s $400 million estate serve as a stark reminder that everyone -- wealthy or not -- needs to get proper estate planning advice from their financial advisor before it’s too late.