Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Trust 10/21/2020
This six part series is meant to help YOU get to YES with your wealthy clients when discussing topics related to trusts. READ MORE
Financial Advisors 10/20/2020
As the situation stands today, even if President Trump is reelected, the estate tax exemption is set to sunset in 2026 from $11.58 or $23.16 millio... READ MORE
Financial Advisors 10/13/2020
Like an old Jerry Lewis telethon (younger professionals reading this are asking who is Jerry Lewis and what is a telethon?) my phone started ringin... READ MORE
Sales Development 10/6/2020
Seeking to develop initial relationships, we need to get conversations going. READ MORE
Trust 9/29/2020
Whether it is the place you worship, the school you went to, or an organization you are passionate about, heartfelt gifting may not only occupy a c... READ MORE
Financial Advisors 9/22/2020
It's the start of the fourth quarter, and there's no better time than now to check in with your clients and work with them to ensure there are no m... READ MORE
Financial Advisors 9/15/2020
In my humble effort to provide support, let me review some of the finer points of social security, all fully sourced, so you can combat the misconc... READ MORE
Financial Advisors 9/8/2020
Are you considering a career as a financial advisor? Gaining insight before diving into a job is invaluable for navigating unfamiliar waters. READ MORE
Client Acquisition 9/1/2020
You’ve got to be in the right place at the right time. Woody Allen observed: “80% of success is showing up.” READ MORE
Free Time & Leisure 8/25/2020
There are days when your “Get up and go” just “Got up and went.” Every day has the potential to be the best day of your career. READ MORE
Financial Advisors 8/18/2020
Starting a career as a new financial advisor is both exciting and daunting. Are you passionate about learning more, building your portfolio, and de... READ MORE
Client Acquisition 8/11/2020
Everyone wants to know how to turn LinkedIn connections into business. Many advisors are good at getting first-level connections, but what do you d... READ MORE
Sales Development 8/4/2020
Knowing people is good. Knowing certain people may be better. Centers of Influence. We basically define them as people who can send business to us. READ MORE
Client Retention 7/28/2020
Kurt Zoeller is a financial advisor and Certified Wealth Strategist at his firm Zoeller Asset Management, based out of Chesterfield, Missouri. We ... READ MORE
Financial Advisors 7/21/2020
Your clients selling real estate may be facing a new challenge when using a 1031 exchange to defer capital gains. READ MORE
Video 7/14/2020
Every quarter we will give you our opinions on domestic markets, international markets, and the bond market, all in about 2 minutes. READ MORE
Financial Advisors 7/7/2020
The CARES Act provided a waiver of required minimum distributions (RMDs) for 2020. It applied to IRAs, 401(k) plans, 403(b) plans, and governmental... READ MORE
Client Acquisition 6/30/2020
Everyone is searching for the “silver bullet” in prospecting. My goal has been to raise my visibility on LinkedIn. READ MORE
Sales Development 6/22/2020
The COVID-19 pandemic has us all working from home. This can get pretty old, pretty quickly. You’ve called clients. Done virtual cocktails with fri... READ MORE
Client Retention 6/17/2020
What happens when the market has a big down day? Well, it had to happen eventually. READ MORE