Nerd's Eye View

JANUARY 22, 2024

While this shift has enriched the advisor's role, it has also introduced challenges in aligning the advisor's offerings with the nuanced needs of HNW prospects and clients. If clients and advisors approach issues with a fundamentally different psychology, then an advisor's 'comprehensive' advice may not address the client's actual problems.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

eMoney Advisor

JANUARY 31, 2023

A few years ago, I had a eureka moment that changed the way our firm approached client education. When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. After that first year, we went a little more niche and focused on different types of clients.

Education 103

Education Financial Planning Clients Planning 103

NAIFA Advisor Today

MARCH 26, 2025

Charitable giving plays a vital role in many clients financial plans, yet discussions often focus heavily on tax mitigation rather than the true philanthropic intent behind the gift.

Charitable Planning 52

Charitable Planning Taxes Financial Planning Clients 52

Million Dollar Round Table (MDRT)

JULY 21, 2022

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Discuss more advanced estate planning, charitable planning and special family issues.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning Tax Planning 97

Ballast Advisors

SEPTEMBER 5, 2024

Charitable giving is more than an act of kindness; it is a cornerstone of comprehensive wealth management. For individuals and families looking to make a lasting impact, integrating philanthropy into their financial planning offers both personal fulfillment and strategic benefits.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate Planning 52

Robert B. Ritter Jr.

APRIL 30, 2022

The post Blog #220: Testing Financial Tolerance™ for Zero Estate Tax Using InsMark’s Premium Financing and Wealthy and Wise first appeared on Bob Ritter's Blog, ideas for financial service professionals.

Financial Services 40

Financial Services Taxes Planning Clients 40

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. Such rate reductions may provide clients with the opportunity to reduce their cost of borrowing and free up cash flow for other uses.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52