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

Welcome back to the 341st episode of the Financial Advisor Success Podcast ! 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. My guest on today's podcast is Thor McIlrath. Read More.

Clients 189

Clients CFP Financial Advisor Education 189

Harness Wealth

FEBRUARY 27, 2023

And then, for more medium-term planning, some broader questions for you to consider with a tax advisor (and possibly a financial advisor as well): What is the most tax-advantageous schedule for you to exercise options and sell shares over the course of several years?

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Darrow Wealth Management

NOVEMBER 5, 2024

Shares must be exchanged for money, property (other than stock), or compensation for services performed for the issuing corporation. At any time before and right after issuance, the company’s aggregate gross assets were less than or equal to $50 million ¹. Hold the stock for at least five years. However, this route can be challenging.

Taxes 62

Taxes Wealth Management Tax Planning Assets 62