My AIFP

05/25/2024

Have a blessed Memorial Day!

05/23/2024

Most financial advisors seek out clients that are part of the baby boomer generation, according to Broadridge’s “Financial Advisor Marketing Trends Report.” This article discusses how millennial financial advisors should also seek out and prepare for clients of younger generations.

The generational wealth transfer is the mountain range on our horizon, likely dominating the landscape for much of our careers. Yet many firms struggle to move from acknowledgement to action.

05/16/2024

Business owner solutions, retirement solutions, investment planning, estate planning, and insurance are some services that you may need to incorporate into your financial advisory practice. In this article, you will see how hiring specialists in these fields can make your practice more successful.

Your clients deserve access to key players to take the field in dealing with each aspect of their financial lives, and so do you.

05/12/2024

Happy Mother's Day!

05/09/2024

Active-duty military clients have special financial advantages that their advisors should be aware of. This article shows how you can incorporate these policies into your military clients’ financial plans.

Understanding the unique planning considerations for active-duty service members is crucial for financial planners.

05/02/2024

As an advisor, you want to stay up to date with your advisor marketing. Check out the top 10 marketing questions and answers for 2024.

Here are the top 10 questions (and answers) about advisor marketing for 2024.

04/25/2024

Have you been struggling to attract new clients? Take a look at this article to see what you may be doing wrong when speaking with prospects.

If you’re struggling to get prospects to say “yes,” you may be too focused on what you can get from the meeting, not your prospect's needs.

04/18/2024

Retirement is something that we all look forward to, but planning for it requires careful consideration and decision-making. Take a look at this article to see how to talk to your clients about retiring comfortably.

Having a comprehensive retirement income plan that is regularly updated, accommodates changes in spending needs, inflation, market fluctuations and taxes is crucial for peace of mind in retirement.

04/11/2024

President Biden is expected to sign new fiduciary requirements into law sometime this spring. See what other advisors think of the potential new rules.

Few in the advisory industry view the fiduciary proposal as a cure-all.

04/04/2024

Financial advising can be a very stressful profession where you have to encounter negative people daily, like employees or clients. The article below discusses how advisors can deal with negativity.

A big part of growing your business has to do with how well you deal with negative people.

03/31/2024

Happy Easter!

03/28/2024

If a client of yours has a significant tax debt, there are steps they can take to relieve some or all of that debt. This article describes options that are available for people who have large tax debts and how their advisor can help them navigate through these options.

The IRS offers a range of options for gradually paying off a large tax debt, advisors say.