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