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Goals/Needs-Based Investing
Wealth Transfer: Easy as 1, 2, 3?
The wealth transfer process is complex, with financial as well as emotional matters that must be sorted through. But financial professionals can take steps to help ensure clients and their heirs are prepared. Retirement Director Ben Rizzuto outlines what he believes are the three key steps to success: preparation, empowerment and engagement.
Business Development
Referrals Refined, Part 3: The Ask and Next Steps
In the third post of a three-part series on referrals, Head of Knowledge Labs® Professional Development Michael Futterman explains how to make “popping the question” less anxiety-inducing through research, preparation and practice.
Alternative Investments
Gimme shelter
Demand for houses is likely to remain strong, pushing up prices and benefitting builders.
Business Development
Referrals Refined, Part I: Identifying Who Can Help Grow Your Business
In the first of a three-part series, Head of Knowledge Labs® Professional Development Michael Futterman outlines a process for determining which clients are most likely to be sources of qualified referrals.
Retirement
The Not-So-Easy Steps to Investing Success
This piece is approved to use with clients.
While investors will always be looking for ways to time the markets, there are no shortcuts to investing success. Retirement Director Ben Rizzuto considers the lessons to be learned from the recent GameStop trading activity and outlines three steps to building a strategic long-term investing plan.
Business Development
Referrals Refined, Part 2: Activation
In the second post of a three-part series, Head of Knowledge Labs® Professional Development Michael Futterman explains how to transform referral sources into advocates through deliberate, personalized client experiences.
Tax Management
What to do about tax uncertainty
Consider what may help to reduce taxes—just in case.