Do you feel comfortable talking with your prospects about Social Security?
Do you avoid going deeper with clients in conversations about Social Security because you find it difficult to illustrate potential outcomes in a way that motivates them to act?
What if you could provide prospects with an interactive tool to show the impact different Social Security scenarios would have on their Retirement success?
Continue reading “Engage prospects with a conversation about Social Security strategy”
Are you capturing new clients with tax-efficient drawdown strategy conversations?
Is your practice not growing as fast as you would like? Are you missing that unique story that captures prospects attention?
We might have an answer for you.
What if you could provide your prospects who are approaching retirement or already retired a new view on how different retirement distribution strategies could save them $1 million or more in taxes? Continue reading “Acquire new clients with a conversation on tax efficient distributions”
Launch of RightCapital Leads
RightCapital is proud to announce the launch of RightCapital Leads at the XYPN Conference 2016. RightCapital Leads is a lead generation tool designed specifically for financial advisors to help them generate, nurture and convert leads into clients. Continue reading “RightCapital Leads: advisors’ personally branded mint.com”
Timothy Baker, CFP® founded WealthShape after spending over a decade traveling across the United States, helping investors from all walks of life to understand the benefits of disciplined investing, the importance of planning, and above all, the significance of focusing on the things they control to improve the quality of life. Continue reading “The Advisor Website: 5 Critical Things to Consider”
Katie Brewer is a certified financial planner. She started Your Richest Life because she believes that young professionals should have access to a financial coach. Below is our interview with Katie. Continue reading “I use technology to provide personalized financial planning services virtually to Gen X/Y clients”
There is no denying that our U.S. tax system has become mind-numbingly complex, but it is equally true that tax expenses can represent a significant portion of many clients’ overall expenses in their retirement plan. While it is impractical to incorporate all the tax details in your clients’ retirement plans, it is absolutely critical to be able to reasonably account for tax expenses in the retirement plans you prepare. Continue reading “In Retirement Planning, Simplifying Tax Modeling Can Be Simply Imprudent”
Banks, life insurance companies and financial planners are all in the business of identifying and managing risk for their clients. There are a lot of similarities between how banks and life insurance companies manage risk and the tools financial planners use to help clients manage their financial futures. We’d like to compare them and explain how financial planners can take advantage of the methods that banks and insurance companies have learned to manage financial risks. Continue reading “Identifying and Managing risks: banks, life insurance companies and financial planners”