Category: Best Practices

A power of attorney (POA) is one of the most important yet dreaded documents your client may ever have to sign. I have seen it all too often. Clients spend a lifetime building their nest eggs and handling their financial affairs with care and precision. The last thing they want to do is lose financial… Continue reading The Importance of Power of Attorney in Financial Planning Discussions

Social media has become an essential marketing tool in the financial services sector. From mortgage brokers to wealth advisors, financial professionals understand the benefits of using social platforms and digital assets to market their services and grow their practices. And while signing on to a social platform and clicking a few “likes” is a great… Continue reading Learn How to Strengthen Relationships and Attract Prospects Using Social Media

Even in the best economic environments, your clients may have trouble funding their retirement. But, with high inflation, market volatility, and interest rate hikes, today’s economic environment is far from ideal. That’s why it’s even more important than ever to leave no stone unturned and explore all your clients’ options. For most of your clients,… Continue reading The Benefits of Exploring Home Equity Options for Your Retired Clients

The new year is often a time to reflect on past successes and challenges and set new goals for your business. With that in mind, we’re sharing tips to help you boost your financial planning practice for a successful and productive 2023.   1. Stay top of mind with clients. While many financial professionals expect… Continue reading Here’s how to set the foundation for a successful 2023