Qualified Opportunity Zones (QOZs) come up often in financial planning conversations, particularly for clients who have a strong need to mitigate capital gains tax issues. A QOZ is a classic example of one investing tool which delivers the most value as one component of a multifaceted strategy. A QOZ has four main benefits: Let us… Continue reading Can Your Clients Utilize Qualified Opportunity Zones?
When advisors hit the inevitable growth plateau after a few years in practice, sooner or later they realize they need to focus more of their efforts on attracting clients with a higher net worth. Unfortunately, many of the same advisors will continue to repeat too many of the same talking points. The marketing message that… Continue reading 4 Things You Should Stop Talking About When Marketing Your Financial Planning Firm
I have worked with a lot of financial planners at various stages of business development, and at some point, nearly every advisor starts to hit a plateau or a ceiling. The issue is no secret; there are practical limits to how far you can grow your practice if you only know how to land middle-income… Continue reading Why Advisors Hit a Growth Plateau after 3-5 Years (and What to Do When It Happens)
