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In this episode, we talk in-depth about how Seth built and provides his input deliverable (which calculates the appropriate amount of tax-exempt housing allowance pastors can take based on their individual circumstances, and even prepares a request and subsequent resolution that the Church's Board can then use) to demonstrate his expertise to prospective (..)
While many IRAs include a clause in their advisory agreements limiting their liability in giving financialadvice in good faith, the SEC and state regulators have recently been scrutinizing such ‘hedge clauses’ to the extent that they may be found impermissible going forward.
While many IRAs include a clause in their advisory agreements limiting their liability in giving financialadvice in good faith, the SEC and state regulators have recently been scrutinizing such ‘hedge clauses’ to the extent that they may be found impermissible going forward.
We will also be hiring a new Director of Advisor Education, Instructional DesigNerd, and Director of Advisor research soon to support our efforts to provide the best educational content for Advicers. All in pursuit of our mission: Making FinancialAdvicers Better, And More Successful. Read More.
What's unique about Thomas, though, is how he's been able to use social media, and Twitter in particular, to attract over 170 new prospects this year alone by educating, nurturing, and making a lasting impression on his followers, with relatively short blog posts that seem rather 'simple' but hit his specific prospects' pain points, so that they when (..)
All in pursuit of our mission – Making FinancialAdvicers Better, and More Successful – through our ongoing focus on Navigational resources, Educational insights, Research on advicers, and Development of advicer skills. Those who are interested (or have a friend or family member who might be!)
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financialadvice is – what it should be – and what it will be. The industry is typically about the implementation aspect of financialadvice not educating and empowering the client.
In the competitive market for financialadvice, advisory firms often seek to find ways to differentiate themselves from one another. In addition, most RIAs will likely want to engage the services of a third-party fund administrator to facilitate many of the documentation, tracking, and recordkeeping requirements.
And I’m like, dad, I found I need 25 grand to get going and my dad said send me a businessplan. I went to business school RITHOLTZ: He just wanted you to go through the exercise. LINDZON: No, so obviously, I did the businessplan, I’m kidding. We’ll have the lawyers get the documents.
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