"A Paraplanner can range from entry-level to experienced. They can be a W-2 employee or have their own Paraplanning business working with multiple advisors. They can be a part of a firm on a part-time or full-time basis, and they are typically back- or middle-office, with strong technical financial planning ...
Keep it Simple When Explaining Concepts to Clients The golden rule of an effective financial advisor communication strategy is to simplify the way you talk to clients and go into each meeting with a set purpose and intention. On an episode of the Bucket Plan On-Demand Podcast, Dave Alison and ...
Did you know that the 2010s is the only decade since the mid-1800s that didn’t have a recession? Recessions are part of the economic cycle we all experience. The key is learning how to recession-proof your client’s portfolios so that they don’t experience true financial hardships when the market takes ...
FOR IMMEDIATE RELEASE CONTACT AdvisorPR® (702) 685-7450 C2P Enterprises Receives Three Accolades for Rapid Growth and Success Recent Accomplishments Include Financial Times Ranking, Financial Advisor Magazine’s RIA Ranking and Crain’s Cleveland Investment Adviser List September 29, 2022 – Cleveland – C2P Enterprises, a holding company comprised of four distinct ...
Understanding the Reality of Marketing Automation for Financial Advisors Marketing Automation for financial advisors helps ensure that the right message goes to the right person at the right time. “Marketing automation for financial advisors is basically a technology that will help companies, marketing departments, organizations…whoever, to effectively market to their ...
How Can Asset-Based Long-Term Care Unburden Clients with Multiple Dependents at Various Ages? Asset-based long-term care (LTC) is a type of life insurance policy with tax-free long-term care benefits designed to protect the client as their age and health deteriorate in retirement. This lets the client cash in on their ...
Executive VP of Marketing at Prosperity Capital Advisors, and CMO at JL Smith, Matt Seitz, hosts this episode of the Rainmaker Multiplier On-Demand Podcast. He is joined by Prosperity’s Digital Marketing Manager, Nico Vonderau, and Marketing Manager at JL Smith, Suzanne Scheiman, to discuss the importance of marketing automation and ...
Positioning HSA Investment Strategy with The Bucket Plan There are many solutions for financial advisors to achieve profitable business lines using health savings accounts (HSA). Implementing an HSA investment strategy into the client’s retirement plan can help them in the future regardless of their medical needs. Since the client owns ...
There are many benefits of working with an RIA. For instance, they charge financial planning fees for their advice on comprehensive financial planning and implement solutions like portfolio management or purchasing securities without earning commissions on the products they select. Many experts believe one of the benefits of working with ...
Matt Seitz is the Executive Vice President of Marketing at Prosperity Capital Advisors. He was recently quoted in an article by Financial Advisor IQ on the new SEC marketing rule. It went into effect on May 4, 2021, and wealth professionals must comply by November 4, 2022. Over 75% of ...
Talking About Life Insurance We like to pretend we are going to live forever. Most of us would rather do just about anything other than think deeply about our own death. That’s why effectively positioning life insurance to clients is particularly challenging. Nobody wants to ponder their own mortality. But ...
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