Archives for 2022
Should You File a Tax Extension?
Should You File a Tax Extension?
Should You File a Tax Extension?
Kitces & Carl Ep 77: Virtual Or In-Person Meetings: What Do Clients Really Want?
Traditionally, financial planning meetings were held in person, which created intimacy, but limited an advisor’s clientele to those who could physically get to their office. Advancements in technology allowed some advisors to increase their virtual communication, but almost all advisors found themselves operating in a virtual environment at some point during the pandemic. For many […]
Tech firm launches “game-changing” Planning software
Technology firm EV has launched what it describes as a “game-changing” Financial Planning tool. The tool helps Financial Planners deliver a “complete advice journey” to their clients. The EVPro tool is made up of fiver integrated modules which allow Financial Planners to assess, build, stress-test, review and solve their clients’ financial plans within one solution. […]
How to embrace change – a business guide
It’s not a controversial thing to say that a lot has changed in a short amount of time. While some businesses have failed, many endured and others flourished, what can you say about your business’s ability to endure change and emerge cash positive? Do you wish your business to remain agile, profitable, and relevant into […]
3 Essential Client Meeting Skills For Financial Advisors (And How To Develop Them!)
As increasing numbers of new financial advisors enter the industry through support roles (e.g., analysts, paraplanners, and associate advisors), many newer advisors today spend much of their time on ‘back-end’ tasks like data input and analysis rather than meeting with clients (which is reserved for more-experienced lead advisors). Which means that, while many newer advisors […]
2 in 3 savers concerned about rising inflation
Two thirds (64%) of savers are concerned about the impact that inflation will have on their personal finances, according to a new report. This rose to 70% for those aged 43 to 56. A quarter (24%) of 2,000 adults surveyed by Opinium in December 2021 said they are very concerned about the financial challenges they […]
The importance of business systems and processes
Many entrepreneurs operate with their business systems and processes in their heads. They know what they need to do each day and the way they want to get things done. Unfortunately when a business grows and staff need to be hired – or the owner needs to take time away from the business – it’s […]