Marketing Articles

Tampa Tax Savvy Forum Recap

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:...

Strong Service Offerings for Your Business

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...

3 Easy Ways to Fine Tune Your Marketing Approach

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 planning and...

Knowing the Rules

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...
Knowing the Rules

Knowing the Rules

Financial advisors often hang their value proposition on a phenomenon that for the most part is outside their control:...