“My oldest one wanted to go…was looking at a couple of the state schools in neighboring states, was gonna get a significant merit package, was all set to go. And then at the last minute she veered off and said, “Hey, I want to look at a couple of the Ivy Leagues.” And lo and…
DetailsWe don’t have a full program for today, and no ads, either. Just a brief public service announcement for advisors regarding the recent pandemic. There’s lots of information out there regarding not only the virus itself, and the spread thereof, locally, domestically, and internationally, but also its economic impact on any number of areas and…
Details“The advantage [of tech] is the advisor is able to become a specialist in these services and I suppose products that the advisor or the advisory firm offers to a clearly defined segment of households. So, it’s really tough today in my opinion, and you’ll hear this, you’ve probably heard this earlier on your podcast.…
Details“If you’re leading a team, and the team sees you floundering around with calendar conflicts and thinking . . .’He or she doesn’t know what they’re doing’ . . . That doesn’t bode so well for confidence for the team either. So I think the time management, I like to say even energy management, focus……
Details“ . . . First and foremost, making sure that . . . you have the right policies and procedures in place. You will never accept the email from Chris saying, “Hey, new bank, send the $1 million to this bank as opposed to one I usually use.” You will never do that based off…
Details“I want our conversations to be about me. I’m the client here. How does this play out on a practical level? So can you imagine, you go to a therapist, you’ve never been to a therapist before but you’ve got a big problem that’s driving you into that therapist’s office. You sit down and how…
Details“ . . . over 60% of the wealth of one family dissipates from generation one to generation two, and by generation three, about 90% of that wealth dissipates. And you have the same issue with the children of family members. They typically don’t stick with the same advisor. So, you have those two forces…
Details“I’ll give you an example. The standard deduction has increased for a married couple to $24,000. However, in Maryland, the state deduction is only $5,000. So if you itemize on your federal return, that is the only way you’re allowed to itemize on your state return. As a result, people who are not itemizing federally…
DetailsPinnacle Advisor Solutions will celebrate their 10th Anniversary in 2020, a milestone in any successful business. In that time, they’ve crafted a platform that allows solo advisors and small ensembles to adjust their business focus to spend more time with clients, spend more time on growth, more time to focus on the business itself, rather…
DetailsThe team here at “For Advisors” would like to thank each and every one of our listeners for supporting the program in the past year. The audience grows daily, and we’re grateful to all of you for telling your peers and colleagues about us, so they can tune in as well. We’ve got quite a…
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