Blog
Timely Insights from Advisors in the Field
The Prosperity Capital Advisors blog is where our advisors, specialists, and leadership share what they’re seeing, thinking, and doing inside real advisory practices.
From tax planning strategies and practice management insights to industry updates and holistic planning frameworks, every post is written by practitioners with skin in the game.
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...
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...
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...
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...
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...
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...
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...
Understanding the Gaps in Your Client’s Future Income What if there was a quick and easy documented way of assessing whether your clients will have...
The Family Estate Organizer (FEO) is a holistic financial planning tool that handles the process of settling an estate, as well as assisting the family...
Why is cash-flow based financial planning the right strategy? Cash-flow based financial planning is the right strategy because it uses a detailed approach by classifying...
Insurance marketing lead conversion is one of the most challenging tasks to master. How do you generate consistent new business that will continuously flow through...
What Is the SEC Marketing Compliance Rule? The new SEC Marketing Compliance Rule defines advertising as financial advisor client communications made directly or indirectly by...
