Calculated Risk

DECEMBER 4, 2024

Sales of farm equipment were a notable headwind to overall investment activity, and several contacts expressed concerns about the future prices of equipment given ongoing weakness in the farm economy. Commercial real estate lending was similarly subdued. Still, contacts generally reported financing remained available.

Economics 276

Economics Economy Sales Investments 276

Nerd's Eye View

SEPTEMBER 13, 2023

In particular, financial advisors who offer ongoing services to clients can focus on 3 key areas that are unique to service-based sales as part of a successful sales strategy.

Financial Planning 246

Financial Planning Sales Planning Financial Advisor 246

Nerd's Eye View

MAY 29, 2024

And while many businesses can build up substantial value over the years, the downside is that, when that value is realized upon the sale of the business, a large amount of it is treated as taxable income. One way to reduce the tax impact of selling a small business is by using an installment sale. Under IRC Sec. Under IRC Sec.

Sales 246

Sales Taxes Assets Retirement 246

Wealth Management

MARCH 24, 2023

De-risking the business is key to ensuring the client is left on financially solid ground post sale.

Clients 304

Clients Planning Sales 304

Calculated Risk

FEBRUARY 26, 2025

From housing economist Tom Lawler: Treasury Secretary Wrongly Says Fed Has Been Big Seller of Treasuries In an interview last week, Treasury Secretary Bessent said that any plans by the Treasury to extend the maturity were a long ways off. Here is a quote from Bessent.

Sales 279

Sales Accounting Planning Marketing 279

Wealth Management

OCTOBER 19, 2022

Interior Department said Tuesday it will auction five leases spanning 373,000 acres (151,000 hectares) off central and northern California, enough space to install turbines with more than 4.5 gigawatts of capacity.

Sales 263

Sales Planning 263

Wealth Management

OCTOBER 18, 2022

The city of Chicago owns some 10,000 vacant lots, with a large concentration in economically-challenged neighborhoods that have experienced decades of underinvestment. Selling them could help reduce overall crime. It could also boost affordable housing development.

Sales 299

Sales Planning Economics 299

Nerd's Eye View

JULY 18, 2022

To meet this challenge, CFP Board’s Center For Financial Planning has engaged in fundraising for several years to fuel campaigns that have focused on building the advisor workforce of the future.

CFP 246

CFP Recruitment Sales Certification 246

Nerd's Eye View

NOVEMBER 22, 2023

In this guest post, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, discusses in depth the various stages of buying, selling, and merging an investment advisory and financial planning business. Read More.

Compliance 246

Compliance Sales Financial Advisor Financial Planning 246

Wealth Management

NOVEMBER 29, 2022

Though selling your business may sound simple in theory, what that looks like in practice is as unique as the people involved and can be completely different from one sale to another.

Planning 264

Planning Sales 264

Calculated Risk

MAY 2, 2024

Here is their weekly report: Weekly Housing Trends View—Data Week Ending April 27, 2024 • Active inventory increased, with for-sale homes 33.3% For the 25th straight week, there were more homes listed for sale versus the prior year, giving homebuyers more options. above year-ago levels. from one year ago. . • from one year ago.

Sales 310

Sales Planning Numbers Marketing 310

Nerd's Eye View

JANUARY 28, 2025

We also talk Kay Lynn's current role managing her firm's mergers and acquisitions activity (including how she and her business partner decided to sell their previous firm to Merit rather than go through their own internal succession), why Kay Lynn sees more value in selling firms when their G2 advisors are also equity owners, even if the founder is (..)

Financial Advisor 147

Financial Advisor Clients Management Valuation 147

Wealth Management

MAY 15, 2023

The majority of Kylie Jenner's wealth comes from the sale of 51% of her cosmetics company for $600 million.

Planning 264

Planning Sales 264

Calculated Risk

OCTOBER 13, 2022

Highlighting the roller coaster ride that the housing market and its participants have been on in the last few years, one’s take on the current number of homes for sale depends very much on the comparison point. New listings–a measure of sellers putting homes up for sale–were again down, dropping 15% from one year ago.

Sales 363

Sales Numbers Planning Marketing 363

Calculated Risk

OCTOBER 7, 2022

Highlighting the roller coaster ride that the housing market and its participants have been on in the last few years, one’s take on the current number of homes for sale depends very much on the comparison point. New listings–a measure of sellers putting homes up for sale–were again down, dropping 17% from one year ago.

Sales 360

Sales Numbers Planning Marketing 360

Calculated Risk

JUNE 22, 2023

Here is their weekly report from economist Danielle Hale: Weekly Housing Trends View — Data Week Ending June 17, 2023 • Active inventory growth slowed again, with for-sale homes up just 5% above one year ago. New listings–a measure of sellers putting homes up for sale–were down again this week, by 26% from one year ago.

Numbers 342

Numbers Sales Planning Marketing 342

Nerd's Eye View

MAY 9, 2023

What's unique about Liz, though, is how she and her brother have taken ownership of what was originally their father’s broad commission-based practice with more than 1,500 clients, and have managed the balance of transitioning the business into a fee-based financial planning practice while still doing right by the smaller or more transactional (..)

Commission 246

Commission Planning Financial Advisor Financial Planning 246

Calculated Risk

JUNE 8, 2023

Here is their weekly report from economist Jiayi Xu: Weekly Housing Trends View — Data Week Ending June 3rd, 2023 • ctive inventory growth slowed again, with for-sale homes up just 13% above one year ago. The number of homes for sale continues to grow, but compared to one year ago, the pace is slowing.

Sales 348

Sales Numbers Planning Marketing 348

Calculated Risk

JUNE 29, 2023

Here is their weekly report from economist Danielle Hale: Weekly Housing Trends View — Data Week Ending June 24, 2023 • Active inventory growth stalled completely, with for-sale homes lagging behind year ago levels for the first time in 59 weeks. The time it took to sell a home lengthened and the number of homes for sale piled up.

Numbers 335

Numbers Sales Planning Marketing 335

Wealth Management

SEPTEMBER 30, 2024

Listen as Peter Nolan, Head of Sales at Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans

Wealth Management 277

Wealth Management Management Sales Assets 277

Abnormal Returns

JULY 19, 2023

bloomberg.com) Nasdaq ($NDAQ) is hitting pause on its crypto custody plans. asia.nikkei.com) Housing There are few houses for sale. (thisisthetop.substack.com) Reinvestment risk is real. peterlazaroff.com) Finance Distressed debt investors have more inventory coming down the pike. axios.com) There is a truce in the 'Taco Tuesday' wars.

Planning 188

Planning Food Financial Advising Startup 188

Wealth Management

OCTOBER 7, 2024

Listen as Peter Nolan EVP, Strategic Sales & Partnerships, Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans

Wealth Management 260

Wealth Management Management Sales Assets 260

Wealth Management

OCTOBER 19, 2023

One advisor who left, who declined to be named, said his decision to leave was motivated by the sale to Creative Planning.

Sales 276

Sales Planning 276

Calculated Risk

APRIL 28, 2024

Here is their weekly report: Weekly Housing Trends View—Data Week Ending April 20, 2024 • Active inventory increased, with for-sale homes 31.7% For the 24th straight week, there were more homes listed for sale versus the prior year, giving homebuyers more options. above year-ago levels. from one year ago.

Sales 285

Sales Numbers Planning Marketing 285

Calculated Risk

SEPTEMBER 7, 2023

Here is their weekly report from Sabrina Speianu and Danielle Hale: Weekly Housing Trends View — Data Week Ending Sep 2, 2023 • Active inventory declined, with for-sale homes lagging behind year ago levels by 5.2%. New listings–a measure of sellers putting homes up for sale–were down again this week, by 8.5% from one year ago.

Sales 308

Sales Numbers Planning Marketing 308

Nerd's Eye View

OCTOBER 14, 2024

Many employee advisors gravitate toward service-oriented roles; this preference often stems from their initial motivation for entering the profession – wanting to help clients or perform the more analytical aspects of investing and financial planning. Rarely do they enter the field to be in a sales or marketing role.

Strategic Planning 246

Strategic Planning Sales Clients Planning 246

Calculated Risk

MAY 9, 2024

Here is their weekly report: Weekly Housing Trends View—Data for Week Ending May 4, 2024 • Active inventory increased, with for-sale homes 35.1% above year-ago levels For the 26th straight week, there were more homes listed for sale versus the prior year, giving homebuyers more options.

Sales 261

Sales Planning Numbers Marketing 261

Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. My guest on today's podcast is Jim Ludwick.

Fee Only 246

Fee Only Clients Financial Planning Financial Advisor 246

Wealth Management

MARCH 2, 2023

The private equity firm had sought an extension from holders of the securitized notes to allow time to dispose of assets and repay the debt, according to people with knowledge of the plan.

Sales 277

Sales Assets Planning Marketing 277

Wealth Management

OCTOBER 15, 2023

The volume of distressed asset sales remains muted and Bisnow looked at why that is the case. Bloomberg reported that Netflix is planning to open physical retail stores. These are among the must reads from the real estate investment world to kick off the new week.

Retail 264

Retail Sales Assets Planning 264

Harness Wealth

NOVEMBER 12, 2024

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Nerd's Eye View

DECEMBER 25, 2024

This sales technique involves asking a "negative" question such as, "Joining with a financial planner can be a really scary jump to make, right?" Advisors then face a dilemma: How do they follow up politely, without being overbearing, and still help the client either make a decision or voice their real concerns?

Financial Planner 246

Financial Planner Clients Sales Business Planning 246

Carson Wealth

JULY 3, 2024

Set up separate plans and goals for your business and your personal finances. It helps you plan for future expenses, allocate resources efficiently and stay on track with your financial goals. Identifying these risks early and having a plan to mitigate them can save your business from significant setbacks.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Nerd's Eye View

JUNE 14, 2023

One common sales tactic for financial advisors is to offer prospective clients a free (or low-cost) financial plan to demonstrate the advisor’s expertise and to let the prospect ‘test drive’ the advisor’s services.

Financial Planning 246

Financial Planning Planning Clients Financial Advisor 246

Nerd's Eye View

SEPTEMBER 12, 2022

Yet, while these advisors recognize the importance of business development to grow their firms, they are also very often intimidated by the process of adopting sales techniques to convert leads to clients. Core to the no-stress sales process is establishing trust equity with the prospect.

Sales 240

Sales Clients Financial Advisor Financial Planning 240

Abnormal Returns

NOVEMBER 6, 2023

(ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. citywire.com) Creative Planning is expanding its reach in the retirement plan space. riaintel.com) How to prep an RIA for sale. (fa-mag.com) papers.ssrn.com) Taxes A 2023 year-end tax planning guide.

Wealth Management 261

Wealth Management Retirement Planning Tax Planning Financial Advisor 261

Million Dollar Round Table (MDRT)

AUGUST 4, 2024

By Matt Pais, MDRT Senior Content Specialist Even the most successful advisors appreciate the value of a good sales idea. These are a few favorites from MDRT members: Prospecting tips Prospecting is a numbers game. The most important numbers are your calls per hour and the ratio of prospecting offers to calls.

Sales 102

Sales CFP Numbers Clients 102