Tax Planning Considerations Financial Advisors Should Share with their Clients in 2023 A recent Grant Thornton survey of tax executives found that over 50% were either re-evaluating their tax planning considerations for 2022 with potential legislation in mind or actively implementing changes in response to legislative developments. Tax planning considerations ...
Q: What’s one of the most effective ways to promote your holistic planning services? A: Write a book! Yes, you can … and here’s why you should. Writing a book validates your credibility as an expert, instantly. It makes you newsworthy, boosts your visibility, and establishes your professional legacy. And—if ...
Effective client communication uses your own processes for success In a 2019 survey, 85% of respondents said they would consider a financial advisor’s communication style when deciding whether to retain their services or not. This highlights just how vital it is to adopt the right financial advisor technology to enhance ...
Why Social Media Marketing Works for Financial Advisors According to LinkedIn, 92% of financial planners who use social media for business purposes report that it has helped them get new clients. Wealth managers should consider developing social media and marketing strategies for financial advisors to: Increase brand awareness Digitally connect ...
What are the best referral sources for financial advisors? One of the best referral sources for financial advisors is mutually beneficial relationships. Relationships like referral programs, which are one of the best forms of marketing for financial advisors because they generate new leads and increase revenue. The key is knowing ...
Early retirement tax planning requires significant preplanning, like contributing to tax-advantaged investments that don’t have early withdrawal fees. Tax planning for early retirement means the client will need to save more money earlier in their career path because they’ll need the funds earlier than ordinary retirees, and they’ll need it ...
A college degree, considered one of life’s greatest achievements, does not come without a price tag. During the 2020 through 2021 academic year, the average annual cost of attendance for college was $38,070 at private colleges, $10,740 at public colleges for in-state residents, and $27,560 at public colleges for out-of-state residents. When ...
The most successful financial planners are always thinking about growth. They focus on how to attract prospects while expanding their services for existing clients through profitable business lines. Without adding a lot of personal time and effort, you can accomplish both simultaneously by building a tax practice within your financial ...
A comprehensive financial plan can ease the client’s mind and decrease anxiety around their finances in both the short and long term. Studies show that people feel more secure when they have a documented holistic financial plan like The Bucket Plan® to rely on. The solution to any individual's economic ...
At Prosperity Capital Advisors, one question we are often asked is, “Do I really need a financial advisor?” Unsurprisingly, the answer is often a resounding “Yes!” In 2021, 38% of Americans reported working with a financial advisor. Of those who didn’t, 78% reported that they can see themselves hiring one at some ...
Despite Ohio being ranked one of the least expensive places to retire in the United States, Ohioans are still at risk of having their financial security tested if they don’t properly prepare for retirement. In this article, Bryan Bibbo, one of Prosperity Capital Advisors' retirement planning professionals, sheds light on some common factors ...
At Prosperity Capital Advisors, we take security seriously and consider it a partnership. We follow rigorous protocols to help protect your information. You can do the same by following these cybersecurity tips and best practices. Keep Software Up to Date Software companies typically provide software updates for three reasons: to ...
© 2026 Prosperity Capital Advisors. All Rights Reserved.