Wealth Management

DECEMBER 9, 2022

Heather Zack, manager of advanced planning at Commonwealth Financial Network, offers tips on how to use charitable planning to expand an advisor’s client base.

Charitable Planning 264

Charitable Planning Planning Clients Management 264

Wealth Management

MARCH 13, 2024

And the four client types that stand to benefit most from a conversation regarding donation to charity and philathropy.

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Charitable Planning Planning Clients 278

Wealth Management

SEPTEMBER 15, 2023

Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile and effective means of charitable giving are through donor-advised funds (DAFs) and privat

Charitable Planning 258

Charitable Planning Financial Advisor Clients Planning 258

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

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Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

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