Midstream Marketing

OCTOBER 30, 2024

Think about these factors: The age, job, and income of people Financial needs such as planning for retirement, managing investments, and estate planning Their values and preferences To make a better referral program, it’s important to understand your ideal client. Learn what they like and what rewards they want.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Good Financial Cents

MARCH 30, 2023

Types of Family Trusts To make estate planning a bit more confusing , there are different types of revocable trusts. Limitation of exposure to estate taxes , as part of a proper estate planning process. FYI- the initial trustee is almost always (99.99%) the grantor/settlor of that trust.

Estate Planning 111

Estate Planning Taxes Assets Distribution 111

WiserAdvisor

FEBRUARY 21, 2023

Encourage the elderly to designate a trusted individual to act as their agent Older adults may require someone to carry out some tasks on their behalf in the event that they become incapacitated. Help the elderly with estate planning Estate planning is an integral component of financial advice for seniors.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Midstream Marketing

DECEMBER 10, 2024

Another way is to collect business cards at events. You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. A great way for financial advisors to build strong relationships and get referrals is by knowing their community and networking.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Indigo Marketing Agency

AUGUST 22, 2024

Financial decisions are often tied to significant life events which can be a source of uncertainty, and anxiety. Communicate Regularly and Effectively One of the most impactful client retention strategies for financial advisors is regular and effective communication.

Financial Advisor 52

Financial Advisor Clients Communication Education 52

Brown Advisory

JULY 28, 2022

establish that a spouse is not entitled to any support in the event of a divorce) or may set forth the terms of that support based on length of the marriage. Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other.

Planning 52

Planning Estate Planning Strategic Planning Distribution 52

Brown Advisory

DECEMBER 2, 2015

An essential step in estate planning is making sure beneficiaries know all the responsibilities and challenges that accompany the management of increasing wealth. When an aging parent with an air-tight estate plan fails to prepare heirs for an inheritance, an act of kindness runs a high risk of backfire.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

Brown Advisory

OCTOBER 12, 2023

establish that a spouse is not entitled to any support in the event of a divorce) or may set forth the terms of that support based on the length of the marriage. Updating the Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other.

Planning 52

Planning Estate Planning Strategic Planning Clients 52

eMoney Advisor

FEBRUARY 9, 2023

Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.

Financial Planning 95

Financial Planning Clients Planning Education 95

Midstream Marketing

NOVEMBER 6, 2024

Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Tax Planning: Help clients learn smart tax strategies. Discuss estate planning and how financial decisions can impact taxes. You should plan your content before time.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Brown Advisory

SEPTEMBER 3, 2015

Such protection can be a cornerstone for sound estate planning. Among other benefits, these agreements can ensure an inheritance does not go to a descendant’s ex-spouse by clarifying the holdings of a couple and how they would split their assets in the event of divorce or death. Family limited partnership (FLP).

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

International College of Financial Planning

APRIL 20, 2022

Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Becoming a financial planner requires an understanding of the financial markets, investment strategies, and the ability to communicate with clients.

Financial Planner 52

Financial Planner Certification Education Financial Planning 52

Carson Wealth

SEPTEMBER 19, 2022

Credit planning. Retirement planning. Estate planning. Financial advisors also spend years developing strong listening and communication skills to help you talk through your goals, uncover hidden risks and plot a course to work towards success. Saving for big purchases. Wealth management.

Financial Advisor 52

Financial Advisor Financial Planning Wealth Management Retirement 52

WiserAdvisor

JULY 25, 2023

A financial advisor possesses a deep understanding of complex financial concepts and can help you navigate the intricacies of investing, retirement planning, debt management, estate planning, succession planning, tax optimization, and more. For instance, you may discuss estate planning.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

FMG

JULY 14, 2022

While many firms offer investment and financial planning, we go the extra mile by offering tax planning and advice, as well as business consulting and insurance and estate planning, just to name a few. We had to quickly learn how to adapt to new ways of communicating with clients and with each other as a team.

Wealth Advisor 52

Wealth Advisor Financial Advisor Media Clients 52

eMoney Advisor

NOVEMBER 15, 2022

There are tried-and-true solutions, like client appreciation events, but smaller acts of gratitude also have a big impact. You can remind them of the mission they communicated to you and their touchstones of gratitude, then discuss whether the decision connects to those or not. #3 . #1 Add a Dash of Gratefulness to Your Brand.

Financial Planning 76

Financial Planning Planning Clients CFP 76

Harness Wealth

JUNE 5, 2024

These clients value tax planning to help them understand how taxes fit into their decision making process when deciding how and when to exercise their options and planning for eventual liquidity events. Gabe helps facilitate client communications, set up introduction calls, and manage tax engagements through the client portal.

Taxes 64

Taxes Clients Planning Tax Planning 64

eMoney Advisor

MARCH 23, 2023

Standardize the use of a portal in your service offering—it helps to educate clients on how to use it—to streamline communication and build engagement with the plan. Clients who are tuned into their portal are likely to be more open to holistic planning when they are more invested in planning outcomes and can see its impact.

Financial Planning 69

Financial Planning Planning Clients Estate Planning 69

Brown Advisory

MARCH 1, 2016

Through her will, former first lady Jacqueline Kennedy Onassis left behind a sizeable inheritance for her children while incorporating an innovative estate planning tool aimed at meeting her philanthropic goals. Its potential benefits show that innovative estate planning never goes out of style. .

Taxes 52

Taxes Estate Planning Assets Communication 52

Brown Advisory

OCTOBER 16, 2017

These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions.

Taxes 52

Taxes Assets Estate Planning Valuation 52

Brown Advisory

DECEMBER 2, 2015

It also encompasses intended lifestyle, charitable giving, retirement and estate planning, and liabilities, including anticipated costs for health care. During times of market volatility, such long-term planning enables clients to shake off an impulse to sell. Ensuring Legacies Last. By Joe Ferlise, Strategic Advisor.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

OCTOBER 16, 2017

As is always the case in matters of estate planning, your decisions depend greatly on your unique circumstances, and we consider it our responsibility to help you devise an estate plan that helps your family achieve its specific multigenerational goals. . .

Taxes 52

Taxes Assets Estate Planning Valuation 52

Clever Girl Finance

SEPTEMBER 7, 2023

” Allocate a specific amount of money each month to this fund so that you’re prepared financially when these events come knocking. Involving your children in family budgeting fosters financial literacy and open communication about money matters from an early age. These goals are all about securing your future.

Budgeting 97

Budgeting Transportation Medical Insurance 97

The Big Picture

SEPTEMBER 12, 2022

They had a big liquidity event. BITTERLY MICHELL: And so, you start to learn things like, well, so how do you say call option, how do you say puts — so as I was like chatting with different people or communicating with different people on — on Bloomberg, let’s say, I would then, you know, put — what are they saying?

Clients 299

Clients Wealth Management Banking Investing 299

WiserAdvisor

NOVEMBER 4, 2022

Therefore, it is vital for couples to communicate and make decisions together on financial matters. If you get divorced or in the unfortunate event of your spouse’s demise, your personal financial wishes and goals should not be compromised. They can also help with debt management, retirement planning, estate planning, and more.

Financial Planning 93

Financial Planning Planning Taxes Financial Advisor 93

Brown Advisory

JUNE 2, 2016

Terms like “estate planning” and “wealth transfer” provide little shelter from a painful reality—a large portion of what we do as advisors focuses on the issues associated with our clients’ mortality. These views are not intended to be a forecast of future events or a guarantee of future results. Thu, 06/02/2016 - 13:56.

Taxes 52

Taxes Assets Clients Tax Planning 52

WiserAdvisor

AUGUST 8, 2022

If the professional has too many clients, they might not have enough time to attend to your needs, especially if you want round-the-clock communication. Having a transparent chain of communication is vital, so you may benefit from hiring someone who is easily accessible and welcomes your thoughts and queries.

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Gen Y Planning

FEBRUARY 1, 2023

Our generation has lived through some of modern history’s most monumental economic and social events. Everyone has unique stressors, but the most common are saving money, managing debt, and planning for retirement. Generation Y has, for lack of a better term, “been through it.” The result? Stress, and for some, lots of it.

Financial Planning 52

Financial Planning Retirement Financial Advisor Planning 52

Brown Advisory

NOVEMBER 1, 2023

There is a fundamental tradeoff between managing one’s estate tax burden and the capital gains tax burden that heirs may face; ultimately, both of these tax mechanisms combine to determine the efficiency of your estate plan. Past performance is not a guarantee of future performance and you may not get back the amount invested.

Accounting 52

Accounting Taxes Assets Clients 52

Brown Advisory

NOVEMBER 28, 2018

For clients whose net worth falls below the federal exemption limit, we still recommend that they review their existing estate planning documents with us and their other advisors, to determine if any of the new tax formulas are poised to create undesirable results. RISING INTEREST RATES.

Planning 52

Planning Taxes Clients Estate Planning 52

Brown Advisory

NOVEMBER 1, 2019

Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. You can find our annual planning checklist at the end of this article. It is important to evaluate near- and long- term planning options annually—each year can bring different opportunities.

Planning 52

Planning Taxes Clients Assets 52

Brown Advisory

JUNE 16, 2016

Prompt action ensures the ability to take advantage of current conditions, allows time for assets to grow, gives you and your broad advisory team time to thoughtfully implement plans, and helps you better prepare for unforeseen events. 529 plans are tax-advantaged programs for setting aside funds for education.

Planning 52

Planning Taxes Assets Clients 52

Clever Girl Finance

JULY 16, 2023

In cases like these, outside counsel can help you navigate money worries and major life events. This person must pass an exam and complete coursework related to financial planning, and they are also a fiduciary , meaning they put the client’s best interest and financial needs first. How does communication work?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

In cases like these, outside counsel can help you navigate money worries and major life events. This person must pass an exam and complete coursework related to financial planning, and they are also a fiduciary , meaning they put the client’s best interest and financial needs first. How does communication work?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

WiserAdvisor

APRIL 12, 2024

This may include topics such as retirement income planning, asset allocation strategies, healthcare costs, long-term care costs, withdrawal strategies, tax minimization, and estate planning considerations. Transparent communication about your availability and capacity is also paramount in managing client expectations.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

FMG

OCTOBER 5, 2023

Spice Packages From Spiceology When it comes to gifting, we are all about thinking outside the box, so this client gift idea from Amanda Singletary, MBA , Marketing Manager at Cary Estate Planning , is excellent. Spiceology is a spice company based out of Spokane, Washington.

Clients 52

Clients CFP Financial Advisor Wealth Advisor 52

Brown Advisory

MAY 4, 2020

We regularly provide development-related content to the client for inclusion in the newsletter, authored by our colleagues from our Strategic Advisory team and leveraging their expertise in tax and estate planning and the use of trusts. This has minimized the amount of administrative touchpoints for the client on a given day.

Nonprofit 52

Nonprofit Investing Investments Clients 52