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You likely have clients who are business owners. Also, with the rise of the gig economy, you may have even more who are 1099 contractors. Regardless, your business owners and 1099 contractors now have financial planning issues you can help…

When the markets go down, the question of whether to implement a tax-loss harvesting strategy can come into play. Indeed, it’s tempting! The strategy can help the advisor “get something out of the decline” for clients. However, while tax-loss harvesting…

Debt plays a part in most people’s lives, but many may not know how to start the debt conversation. However, in your role as a trusted advisor, you can help your clients address debt and build better habits for staying…

Recently we hosted Michael Kitces to deliver the webinar presentation, “Scaling Advice: From Financial Advisor to Financial Advicer.” ThinkAdvisor Reporter Jeff Berman covered the webinar in his article, “Kitces: 10 Questions To Ask When Building A Year-End Tax Planning Checklist.”…

Many of your clients are asking this question: Should I pay off my mortgage? It’s a big decision to pay off a home, but there isn’t a lot of discussion about it. You are ideally situated to lead your clients…

Rising inflation: There’s no getting around this topic, and your clients are probably calling with questions. They want to know how it will affect their financial planning goals. After all, inflation affects many different areas of the financial plan, including…

Employer-provided benefits are a critical component of any financial plan. However, making benefit elections can be complicated. The good news, though, is that financial advisors can help clients coordinate their benefits with other areas of their financial plans.  Help shepherd…

It can feel like a lot of work to implement a client engagement strategy. The truth is when you have PreciseFP and fpPathfinder in your tech stack; you have the power to automate a client engagement strategy that produces results.…