Phil M Jones has spoken in nearly 60 countries and worked with over 800 organizations. His podcast, Words with Friends, is in its fourth season, and he’s the bestselling author of Exactly What to Say and Exactly How to Sell, with over 1 million books sold. Phil has crafted a ...
FOR IMMEDIATE RELEASE CONTACT AdvisorPR® (702) 685-7450 C2P Enterprises Launches ‘A Woman’s Clarity’ Program, Invites Advisors to Special International Women’s Day Event New program helps financial professionals engage female advisors, clients, and prospects through ongoing thought leadership and networking and a newly launched podcast series. Cleveland – March 2, 2023 ...
What is Strategic Asset Allocation? The bucketing approach to strategic asset allocation began with a Harry Markowitz paper in the Journal of Finance in 1952. It outlined how investors could allocate assets for the highest return with a given level of risk. This would later earn Markowitz a Nobel Memorial ...
Tax season is upon us again, and we know that nobody is looking forward to filing their tax return. What you can look forward to is saving on your federal taxes by strategically managing your investments to reduce your tax burden. There are a variety of steps that individuals can ...
The cash flow analysis is a bottom-up budgeting methodology that cuts through the clutter associated with the traditional budgeting process. It gets to the critical numbers you need to get started. Nobody enjoys sitting down to put together an entire budget; they're often inaccurate and time-consuming, providing little value to ...
Are you on target to meet your business objectives in 2023? Have you even set those goals yet? Our clients often report a steady influx of prospects but claim they struggle to convert more leads into their sales pipeline. Is this starting to sound familiar? You have held several meetings ...
How do you manage taxes during accumulation and distribution? There is an order to how your clients should amass wealth and withdrawal funds upon retirement to increase net after-tax cash flow. It’s essential to differentiate how you approach tax management, just as you diversify an asset portfolio. As Dave Alison, ...
Financial New Year’s resolutions can be challenging to make and easy to break. Take the headache out of financial planning in 2023 by setting simple, achievable financial goals. Here are our top New Year financial resolutions to help you stay financially secure and grow your personal wealth next year. Build ...
As Andy Williams sang, the holidays are "the most wonderful time of the year." During the holiday season, families and friends bond and enjoy time away from work, take trips, eat delicious food, and exchange gifts. While the holidays are warm and memorable, if we're honest, the holidays can also ...
Executive Vice President of Marketing at Prosperity Capital Advisors, Matt Seitz, was recently quoted in an article by Barron’s regarding the new SEC marketing rule which went into full effect November 4th, 2022. Over 3/4 of compliance staff at registered investment advisor firms said the new SEC marketing rule is ...
Why should advisors be marketing to millennials? Because there are over 70 million American millennials, who make up about 30% of the entire population, that’s why. Also known as Gen Y, millennials were born between 1981 and 1996. They were given this name because their generation came of age during ...
Like most people, your initial understanding of Social Security probably came from word of mouth or things you watched on the news. Many people know that social security benefits can supplement their retirement income and that anyone who has previously worked, or has worked, until they reached their 60s should ...
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