Nerd's Eye View

MARCH 18, 2024

Soliciting prospect referrals can often be an effective way for financial advisors to grow their firms with clients who are ready to act and who will benefit from the firm since many referrals come from sources that are familiar not just with the advisor and the services they offer, but also with the prospect being referred and the needs they seek.

Assets 246

Assets Media Professional Services Financial Advisor 246

Nerd's Eye View

JULY 11, 2023

Thor is the Owner of McIlrath & Eck, an independent RIA based in Arlington, Washington, that oversees more than $610 million in assets under management for 970 client households.

Clients 189

Clients CFP Financial Advisor Education 189

Carson Wealth

APRIL 18, 2023

The deal will provide the firm with enhanced capabilities to better serve clients and grow its wealth management practice, which currently has $400 million in assets under management, and serves more than 250 families in 30 states. While our name may change to Carson Wealth, it won’t change who we are or how we work with our clients.

Wealth Management 80

Wealth Management CFP Professional Services Clients 80

Harness Wealth

MARCH 6, 2025

A key first step is creating a clear, written contract with each client, explicitly stating your status as a freelancer or independent contractor. Legally, your clients are only legally required to issue a 1099-NEC for payments exceeding $600. Depreciation: You can deduct the depreciation of business assets over their useful life.

Taxes 52

Taxes Consulting Professional Services Tax Planning 52

Steve Sanduski

AUGUST 21, 2024

Guests: Susie Cranston , President and Chief Operating Officer of Cresset , a family office RIA firm with more than $50 billion in assets under management. Susie oversees Cresset’s Wealth Advisors, Client Service, Operations and Compliance. Empowering advisors to serve their clients their way.

Clients 59

Clients Banking Accounting Professional Services 59

Inside Information

APRIL 26, 2024

(In fact, it would just give consumers a clearer choice: they could freely choose between somebody who has chosen to be paid to recommend certain products vs. a professional who has given up those conflicts and works purely in the best interests of the client.) Why are we applying that term in our space?

Fee Only 40

Fee Only Professional Services Clients Management 40

Harness Wealth

FEBRUARY 27, 2023

By getting professional advice from a CPA that has worked with several startup clients who have gone through various types of acquisitions, IPOs, or other liquidity events, you can keep your tax bill to a minimum and make the most of your shares.

Tax Planning 52

Tax Planning Startup Taxes Planning 52