Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Self Improvement 2/4/2020

How To Think Big Without Becoming Overwhelmed

Helen Keller was once reportedly asked, “Is there anything worse than being blind"? She replied, "Yes, a person with sight and no vision".

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Sales Development 1/30/2020

On the Topic of Becoming a Better Salesperson

Even though the Tony Robbinses or the Zig Ziglars of the world promise to impart the secrets of selling to those willing to dish out hundreds or th...

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Market Opinion 1/28/2020

Which Party Traditionally Helps the Stock Market More?

Typically, Republicans represent the free-market concept, while Democrats often represent regulation of the economy.

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Financial Advisors 1/23/2020

MUST READ: Did One Of Your Married Prospects or Clients Die in 2019?

As you know, as of January 1, 2020, non-spousal IRA beneficiaries lost their ability to stretch their required minimum distributions over their own...

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Financial Advisors 1/21/2020

Avoiding a Potential 401(K) Rollover Tax Trap in 2020

What if you could convert ordinary income for a portion of a 401(K) rollover to capital gains? Would that have a benefit?

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Self Improvement 1/16/2020

How Do You Instill Discipline to Your Team?

In this post, Coach Jim Johnson explains how to establish credibility and structure amongst team members.

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Prospecting 1/14/2020

How To Attract Million-Dollar Clients By Adding Comprehensive Legacy Planning To Your Practice

How much do you want to grow your practice? How fast do you want to grow it? It’s relatively easy to increase your average account size from $250k ...

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