Nerd's Eye View

SEPTEMBER 6, 2022

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Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Million Dollar Round Table (MDRT)

JULY 10, 2022

2) The two-seminar strategy. I host two types of seminars. The other is a lunchtime seminar on the weekend for clients to bring their family and friends. During the seminar with professionals, I ask attendees to exchange business cards and talk about what they do so they become more comfortable with each other.

Tax Planning 95

Tax Planning Clients Communication Education 95

Sara Grillo

NOVEMBER 11, 2024

Andy Panko started a taxes in retirement Facebook group. I’ve been doing dinners, lunches and seminars for clients and encouraging them to bring people they know along and they can learn for free. If you could be the conduit, be the person the writers come to for these answers, it takes away the cudgel of stiff-faced dinner seminars.

Clients 59

Clients Financial Advisor Marketing Marketing 59

James Hendries

JANUARY 8, 2023

Depending on your situation, this may involve attending financial seminars, using budgeting apps, or working with a financial professional. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.

Consulting 98

Consulting Accounting Tax Planning Medical 98

eMoney Advisor

FEBRUARY 9, 2023

You can build trust and credibility by educating them with content applicable to them and their situation such as podcasts, videos, seminars, and blogs, but be sure to make yourself available when they have questions. As we mentioned, they’re finding the generic content online everywhere.

Financial Planning 95

Financial Planning Clients Planning Education 95

Indigo Marketing Agency

FEBRUARY 27, 2024

In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few). While at University of Kentucky, Steve taught several financial literacy seminars.

Financial Advisor 52

Financial Advisor Clients Tax Planning Wealth Management 52

International College of Financial Planning

JULY 10, 2023

These encompass a wide array of subjects such as professional conduct and regulation, general principles of financial planning, and specific areas like estate planning, tax planning, investment planning, retirement planning, risk management, and insurance planning.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52