We recently held our first Tax Savvy Forum of the year in Tampa, Florida, where SSN Advisors learned how strategic tax planning complements the broader retirement planning process. SSN’s Practice Development Specialist Corey Keltner kicked off the event by discussing:...
Amid the increased regulatory pressures of the last few years, broker-dealers have been besieged by a mounting number of complex issues. So, many became overwhelmed and slipped into ‘troubleshooting’ mode, forced to swat away problems as they materialized with the...
Look at any advisor website or set of marketing materials, and you will often see some of the same things. Under the obligatory list of “services,” for example, many tend to say they specialize in a mix of tax planning, retirement strategies, estate...
Financial advisors often hang their value proposition on a phenomenon that for the most part is outside their control: portfolio gains. The laws of probability tell us that markets go up over time, but when they do and by how much is unpredictable. The rules that...
The most successful businesses understand their strengths and have a strong, customer-focused culture. In other words, they not only have a good appreciation of who they are, but also what kind of customers they want to (and can) serve. Financial services businesses...
