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Insights: Financial Advisor
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Recent posts
Adem Tumerkan • Recent
The OBBBA: A Complete Guide to What Changed & What It Means for Your Clients
Explore the significant tax changes introduced by the One Big Beautiful Bill Act and understand how they impact individuals and businesses.
Tax StrategiesFinancial AdvisorPlanning Strategies
Adem Tumerkan • Recent
What Is the Retirement Spending Smile? How It Impacts Retirement Planning
The retirement spending smile explains why retirees spend more early, less mid-retirement, and more later - reshaping withdrawal and planning strategies.
RetirementFinancial Advisor
Adem Tumerkan • Recent
Financial Advisor Shortage: Who Will Manage the $90 Trillion Next-Gen Wealth Transfer?
Nearly 40% of financial advisors are set to retire as $90 trillion changes hands from Boomers to Millennials/Gen Z. Is the industry facing a talent crisis?
RetirementFinancial Advisor
All Posts
Adem Tumerkan • Recent
Financial Advisor Marketing Strategies 2026: What Works Now (and What Doesn't)
Old-school advisor marketing is losing ground. Learn the content, SEO, and social strategies helping financial advisors attract and convert clients in 2026.
Financial Advisor
Adem Tumerkan • Recent
Why Traditional Retirement Planning Falls Short on Longevity, Inflation, and Sequence Risk
Learn how longevity, inflation, and sequence risk are challenging traditional retirement planning - and why advisors may need a new portfolio model
RetirementInflation
Adem Tumerkan • Recent
8 Powerful Analogies Financial Advisors Can Use to Connect with Clients
Discover 8 powerful financial advisor analogies that simplify complex concepts, improve client communication, and build trust through storytelling.
Financial Advisor
Adem Tumerkan • Recent
Crypto Explained for Financial Advisors: A Jargon-Free Cheat Sheet
A jargon-free crypto cheat sheet for financial advisors - covering Bitcoin, Ethereum, DeFi, taxes, risks, and how to answer common client questions
CryptoFinancial Advisor
Adem Tumerkan • Recent
8 Powerful Analogies to Help Clients Understand the Stock Market
Explaining the stock market to clients can be challenging. Use these 8 simple analogies to help make these complex concepts more clear
MarketsFinancial Advisor
Adem Tumerkan • Recent
Intermediated Installment Sale: Capital Gains Deferral for Up to 20 Years
See how financial advisors may use Intermediated Installment Sales to help clients defer capital gains, preserve capital, and manage sale proceeds.
Tax Strategies
Adem Tumerkan • Recent
Why Crypto Has Value: Understanding BTC, ETH, and SOL as Financial Infrastructure
Why does cryptocurrency have value? Learn how Bitcoin, Ethereum, and Solana can function as global financial infrastructure - not just speculative coins.
CryptoMarketsFinancial Advisor
Adem Tumerkan • Recent
Protecting Seniors from Financial Scams: A Guide for Financial Advisors
Read this guide to learn how financial advisors can protect elderly clients from scams using legal tools, clear communication, and ethical guidance
RetirementFinancial Advisor
Adem Tumerkan • Recent
What Are TAMPs and How They Free Up a Financial Advisor’s Time
TAMPs help financial advisors outsource investment management and operations. Learn what TAMPs are, how they work, what they cost, and how they free up your time.
Financial Advisor
Adem Tumerkan • Recent
Childfree Financial Planning: Estate Planning, Retirement, and Legacy Strategies
Childfree financial planning requires intentional strategies for estate planning, long-term care, retirement, and legacy giving without children as heirs.
RetirementFinancial Advisor