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JULY 2018

Cover Story

Marketing Failures and Fixes

by Ana Trujillo Limón
Learn from your fellow professionals; do not make the same marketing mistakes they made


July 25, 2018: 2pm Eastern -- Journal in the Round: Marketing Fails to Learn From

Join our panel of marketing experts featured in the July issue of the Journal of Financial Planning as they share common marketing fails that financial planners can sometimes make. While focusing on other people’s mistakes, the panel will discuss lessons learned and how they can be positively transformed into successful marketing strategies.

Practice Management

Jack of All Trades or Master of One?

by Adam Kornegay, RCC™; and Susan Kornegay, CFP®
Do not underestimate the power of a niche; invest your time in becoming a true expert, then share your story with the people who need to hear it.


Understanding the Tax Torpedo and Its Implications for Various Retirees

by William Reichenstein, Ph.D., CFA; and William Meyer
This paper provides income ranges in 2018 within which the tax torpedo likely will apply and explains how retirees already subject to RMDs may be able to reduce the tax torpedo’s adverse effects.


Sponsored Content

Adviser Technology: The Integration Imperative

by Stacy Orff-Whitfield brought to you by SS&C Advent
Firms wanting to create a differentiated client experience have a wide choice of technology solutions. The trick isn’t acquiring the right solutions, but making them work together.

Sponsored Content 

The Importance of a Process-Driven Practice

by Tom Burmeister brought to you by Advicent
Firms of all sizes across often struggle with inefficient processes, which can cause decreased customer retention, lower prospect-to-client conversion rates, employee frustration, and more.

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