Professional investors are always on the lookout for opportunities to expand their wealth by providing the capital growing businesses need in exchange for equity. And chances are, given what you do as an Advisor, you know more than a few investors. Meanwhile, the CPA’s you’re trying to strengthen your relationships
If your clients are investing for retirement income, it pays to focus on tax savings to get them there quickly. Your clients can take the money they would have given to Uncle Sam and grow their wealth instead! Here are two tax planning secrets most financial advisors forget to tell
A lot of professionals feel like they have to keep their work life completely separate from their personal life. If you’re one of those professionals, you’re not alone! And for a long time, that was true. But now the truth is that more and more professionals are choosing to do
As a tax professional, you know you’re required to take continuing education classes. License renewal requirements vary by state and all of them call for a certain number of technical study hours. The problem is, while those technical study hours may help you keep up to date on tax-related issues,
John Elway. Brett Favre. Peyton Manning. Tom Brady. Even if you’ve never watched a game of football in your life, you’ve probably heard at least one of those names (after all, who hasn’t seen one of Peyton’s commercials?) These are 4 of the best quarterbacks to play the game, ever.
It’s the most wonderful time of the year… Anybody else remember that commercial? If you’re a parent, you know what Staples was talking about. It’s August. Summer is coming to an end. You’re shopping for new clothes, shoes, and supplies, and you’re counting the days until your kids get on
Every year, before stepping foot on the field, every NFL team spends hours (yes, really) going over their playbook. Each team member studies and studies each play until they know every single one by heart. When the team huddles and the quarterback calls the play, every player immediately knows exactly
As a financial advisor, you probably work with people across a ton of different professions, right? From lawyers and doctors to business owners and CEOs, your title and your reputation can get you in the door with just about anyone. But once you’re in the door, what are you bringing
This month we’re taking a closer look at a few types of people who frequently hire financial advisors, and how to take their unique needs into consideration when working on their financial planning. Today we’re going to talk about financial planning for medical professionals. Just like with lawyers and those
Financial advisors tend to see the relationship between advisors and CPAs as strategic, well-balanced and win-win. From your vantage point, you’re bringing value to the relationship by providing your services. And the CPA is bringing value to it when they refer you to their clients. Unfortunately, CPAs don’t usually see