Diamond Consultants

DECEMBER 16, 2024

By Allie Brunwasser & Jason Diamond Its no secret that the wealth management industry has a major impending crisis: A shortage of quality next gen advisor talent. Option 2: Sell the business to a strategic buyer A quality wealth management business is like the holy grail: everyone wants it.

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Wealth Management Recruitment Retirement Valuation 52

Darrow Wealth Management

MARCH 13, 2025

Options Contracts: Utilizing options like cashless collars, covered calls, and protective puts to manage risk or generate income. Outright Sales: Selling stock through market or limit orders. Work with a wealth advisor to discuss your financial goals and individual risk tolerances.

Management 69

Management Taxes Estate Planning Asset Allocation 69

Trade Brains

JULY 4, 2024

Nuvama Wealth Management: Forget glowing wealth advisors and generic investment plans. In the hushed chambers of Nuvama Wealth Management Ltd, a different kind of wealth management unfolds. Nuvama’s client-centric approach offers a comprehensive suite of wealth management solutions.

Wealth Management 40

Wealth Management Management Planning Financial Services 40

Indigo Marketing Agency

APRIL 28, 2023

Unfortunately, this is the most common headline I see for advisors. Author, Speaker, Life Coach & Veterinary Pharmaceutical Sales” This may be my favorite. Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Darrow Wealth Management

OCTOBER 21, 2024

Here’s more on what happens to employees with equity after a merger, acquisition, or sale of a company. Cancel underwater vested grants Regardless of the deal terms, there’s still a risk that vested stock options could get cancelled in an acquisition or sale. appeared first on Darrow Wealth Management.

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Wealth Management Taxes Planning Media 115

Darrow Wealth Management

JULY 30, 2024

The decision to make an 83(b) election is just one piece of a complex puzzle that should be considered and discussed with your personal financial and tax advisors. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Taxes 98

Taxes Tax Planning Startup Valuation 98

Darrow Wealth Management

MAY 3, 2024

Whether the windfall was expected, perhaps from the sale of a business, or unexpected, you’ll want to make a plan for the future. To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Darrow Wealth Management

MAY 3, 2024

Whether the windfall was expected, perhaps from the sale of a business, or unexpected, you’ll want to make a plan for the future. To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Darrow Wealth Management

SEPTEMBER 7, 2023

Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise. When a pre-IPO exercise is off the table At Darrow Wealth Management, we specialize in planning for a sudden liquidity event , typically from stock options following an IPO or acquisition.

Wealth Management 84

Wealth Management Taxes Tax Planning Valuation 84

Zoe Financial

NOVEMBER 20, 2023

Retail sales did a little better than expected. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States. Economic Data – Stock rally attributes: Core CPI data came out better than expected. Inflation came down. Headline CPI fell from 3.7 Core CPI fell from 4.1%

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Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

NOVEMBER 13, 2023

Retail sales to see how the consumer is growing up. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States. Unemployment is still below 4%.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Indigo Marketing Agency

DECEMBER 19, 2022

She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. Lazetta is also a member of the CNBC Digital Financial Advisor Council and a contributor on Wealth Management to the WSJ Experts blog. .

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Financial Advisor CFP Financial Services Education 116

Nationwide Financial

DECEMBER 8, 2022

Kristi Martin Rodriguez, SVP of the Nationwide Retirement Institute, and Mike James, Chief Sales Officer for NFP, discuss their financial services career journeys. The discussion touches on an innovative recruiting event recently hosted by FARE, which attracted HBCU students from across the country interested in career opportunities.

Financial Services 52

Financial Services Recruitment Certification CFP 52

Darrow Wealth Management

FEBRUARY 24, 2025

6 Tax Strategies for Incentive Stock Options and AMT At sale When you sell, it’s a taxable event as either a qualifying or disqualifying disposition. If you meet both holding requirements, the entire spread between the sale price and the exercise price is taxed at long-term capital gains tax rates.

Taxes 56

Taxes Startup Wealth Management Valuation 56

Good Financial Cents

JUNE 11, 2023

You see, financial advisors that focus primarily on wealth management can be costly to keep around. They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. Personal Capital to the rescue.

Management 80

Management Investing Investments Accounting 80

FMG

SEPTEMBER 7, 2022

” ~Daniel Farid Yasharel @ Law Wealth Manager. ” ~Mike Murray @ Peabody Wealth Advisors. I met with some of the sales and management of this company. I am thrilled to have creative ways to reach clients and prospects. Thanks, FMG” ~ Chery Evans. Highly Recommended.” Love the Service!”

Communication 52

Communication Financial Planning Clients Wealth Advisor 52

Darrow Wealth Management

JULY 30, 2024

The decision to make an 83(b) election is just one piece of a complex puzzle that should be considered and discussed with your personal financial and tax advisors. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

Taxes 52

Taxes Tax Planning Startup Valuation 52

SEI

AUGUST 17, 2022

A 27-year SEI veteran, Ewing will continue to report to CEO Ryan Hicke and brings more than 40 years of financial services experience, spanning the wealth management, trust, custody, and securities servicing industries. the success, if any, of the sales and strategic initiatives we pursue.

Financial Services 52

Financial Services Compliance Commission Assets 52

Sara Grillo

AUGUST 14, 2023

The standard, however, is often used haphazardly, invoked as a sales tool by dual-registered advisors who want to virtue signal, only to be abandoned in a legal context by those same advisors who backpedal into being “just a salesperson.” Let’s talk about it. Scott graduated from the University at Buffalo, earning a B.A.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

DECEMBER 12, 2022

I don’t care what that sales rep is making. Matt founded Exhale Wealth Management to provide comprehensive financial planning to individuals with complex lives, most notably technology employees with equity compensation. “If you’re going out for 20 year term, who cares what the commission is? The commission is the commission.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Darrow Wealth Management

NOVEMBER 5, 2024

Video: Qualified Small Business Stock (QSBS) Explained QSBS tax benefits: excluding capital gains taxes If you have Section 1202 shares, the gain you’re able to exclude from federal long term capital gains tax at sale depends on your gain and the date the stock was acquired. Each taxpayer will have their own $10M/10x limits).

Taxes 68

Taxes Wealth Management Tax Planning Assets 68

Harness Wealth

JULY 29, 2024

Many non-attorney practices and firms, especially wealth advisors and CPA firms, have continued to beef up their ranks with talent from the legal world. Many advisors have started to consider the next generation of clients who stand to inherit assets in the great wealth transfer from Baby Boomers to Generations X, Y, Z, and Alpha.

Estate Planning 59

Estate Planning Taxes Planning Tax Planning 59

Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. I think that one of the challenging things is that sales kinda has a dirty dirty name to it, right? Salaske: What is an investment advisor? Robert will be on the “for” team. JR will be on the “against” team.

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CFP Financial Advisor Financial Planner Ethics 59

Darrow Wealth Management

NOVEMBER 7, 2024

Exercise strategy: Timing: Consider the tax implications of exercising vested options before or after the IPO, timing of sales, and tax planning opportunities. Sales and trading plan: Taking profits: Once the lockup period ends, consider diversifying your holdings to reduce risk.

Taxes 97

Taxes Wealth Management Wealth Advisor Tax Planning 97