Blogs

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  Warning: Micromanagement Doesn’t Build Successful Firms

  By Angie Herbers  |  May 8, 2013

  You hired them, you trained them and you coach them. Let employees do their job.

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  The New Investment Tax: Don’t Let Clients Be Snared by the Passive Activity Trap

  By Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M.  |  May 7, 2013

  You and your clients may have mastered the obvious points of the 3.8% tax on investment income, but this complicated set of tax rules affects more than income from traditional investment vehicles.

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  Protecting Your Clients From Risk in Reverse Convertibles

  By Mike Patton  |  May 6, 2013

  In a recent post I mentioned that I was buying reverse convertibles to capture yield. Of course the question of risk arose—What happens if the price of the stock falls below its buffer?

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  How to Take the 'Gamble' Out of Retirement Planning

  By Ronald Delegge, ETFguide.com  |  May 6, 2013

  The financial-services industry has plenty of reasons to look at 12(b)-1 fees--especially when it comes to the need for client-friendly arrangements.

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  ‘Time Saving Techniques’ That Add Value for Clients

  By Michael E. Kitces  |  May 5, 2013

  What can you do to save time if you don't want to put outsourcing burdens on your clients?

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  Are Your ‘Time Saving Techniques’ Just Pushing Work Back to Clients?

  By Michael E. Kitces  |  May 4, 2013

  There is greater pressure than ever for financial planners to maintain high productivity levels, but at what cost?

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  Remind Clients of the Non-Market Returns You Provide: 7 Examples

  By Andrew Rice, Money Management Services  |  May 4, 2013

  Beyond the returns on their portfolios, chances are good that you’ve provided plenty of non-market returns for your clients. You may want to remind them of this value you provide; here are seven examples.

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  Time Is Running Out for Social Security’s File and Suspend—Cash In Now

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  May 3, 2013

  Looming changes to the Social Security system meant to shore up its pending insolvency have renewed the urgency of maximizing benefits for high-net-worth clients.

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  What Can Advisors Do in Defense of Freedom and Opposition to Terror?

  By Gil Weinreich, AdvisorOne  |  May 2, 2013

  AdvisorOne's Gil Weinreich speaks with freedom activist Ayaan Hirsi Ali about the fight for Western freedoms and how advisors can play a role, and the author adds his a post-script about his own brush with terror...

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  Is Your Content Marketing Reaching the Right Prospects?

  By Kirk J. Hulett, MS, Securities America Financial  |  May 2, 2013

  How do you measure whether your content is generating leads, and the right leads? Google Analytics can help, but there are more ways to tell whether you're getting a good ROI on your content marketing.