New Resources: Charitable Giving & Lump Sum Pension, plus our Important Numbers are updated for 2021!
We’re excited to announce two new resources this month to help you be more diligent in the planning process. Details are below: New Checklist: What Issues Should I Consider When Establishing My Charitable Giving Strategy? Many of your clients are…
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Use Checklists And Flowcharts To Enhance Your Planning Process (A Seven-Part Series)
Use Checklists And Flowcharts To Enhance Your Planning Process: Part 1 of 7 A growing trend among financial advisors is to break the typical financial planning process into a series of smaller planning engagements with clients throughout the year. The…
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Reviewing Strategies To Save More (January and February)
Part 2 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Use this email to invite your clients for a specific planning exercise. Send and share the “What Accounts Should I Consider If I…
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Reviewing A Tax Return (March and April)
Part 3 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Offer to review a client’s tax return by sending this email. By referencing the “As Someone Who Is Working, What Issues Should I…
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Reviewing Investments (May & June)
Part 4 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Offer to do a dedicated review of the client’s investments by sending this email. Show your client that reviewing investments involves a lot…
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Reviewing An Estate Plan (July and August)
Part 5 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. Updating an estate plan may not be one of the highest priorities for your clients, but you can help them to keep it…
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Reviewing Insurance Coverage (September and October)
Part 6 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. This email invites the client to reach out to you to discuss insurance coverage and possible gaps. The “What Issues Should I Consider…
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Reviewing End-Of-Year Planning Opportunities (November and December)
Part 7 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process. A very important area to review are all the issues that are typically addressed at the end of the year. The email outlines…
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