FPA NexGen

Five main reasons professional networking isn’t a waste of time and can be the launching pad for some amazing opportunities #advisors

Declaring NUA can lead to tax savings compared to selling employer stock and withdrawing the proceeds from an IRA. #NUA

Let’s redefine business development so it better aligns with your motivations. It is more than just SALES. #growth #advisors

Despite 2022 being a volatile down-year in some respects, there were positive things to take notice of, whether you were looking or not. #strategy

Suggest that investors may be better off staying the course rather than reacting to election-driven market volatility. #elections #markets

The $84 trillion, it’s projected Gen X born 1965-1980 and millennials 1981-1996 will inherit $72 trillion, which is no small sum of assets. #advisors

What can make these expenses challenging is that they can’t be budgeted for and can throw a major wrench in your finances. #finance #emergency

Innovation, mobile phones, and other disrupted channels of information, clients are demanding more from their advisors. Alts are one of those expectations.

Below are 5 critical areas that make the biggest impact on client service. #advisors #growth

The opportunity to learn from their clients' experiences. Retirees have several advantages from working with a younger advisor. #NCRetirementCenter

Financial advisors are dealing with two constant questions: How do I best serve the client? How do I build a better practice?

I have created a five-step guide to help young financial planners confidentiality navigate their next compensation review. #advisors

Learned the difference between the Kansas and Missouri side, which is a completely different topic outside of wealth management. #advisors

Seeks to redefine success for early career advisors, emphasizing the role of the relationship manager over the traditional salesperson. #advisors

I will share my experience with three levels of LinkedIn and where I found the most value. #LinkedIn #advisors

Exciting realm of alternative assets! Let's dive into what makes them unique and why they're gaining momentum in the business world. #investing

These questions aren't the end-all-be-all, but my goal is to help empower you in the decision-making process when choosing an advisor. #advisors

Women are at more risk during retirement than men because they are less likely to have access to pensions and retirement savings. #NCRetirementCenter

An overview of the FAFSA, its current structure, and the impending transformative changes resulting from the newly enacted legislation. #FAFSA #college

Here are some additional thoughts on ways incorporating travel rewards planning can help an advisory practice. #travel #advisors

This article analyzes the transcript to provide financial advisors with five key takeaways from the summit. #advisors 

In this article, we explore some of the ideas that are frequently discussed as part of this conversation. #retirement #Roth

By strategically employing the following points, investors can retain a higher portion of funds invested. #investing #finance

Explore the difference between private equity and private credit, providing an example for each and offering insights into their unique characteristics.

Personalities and relationships influence how you can or can’t help a particular person—and this is especially true when dealing with couples.

If you have clients who have been let go, it’s critical that you step up and be their guide during this difficult time in their life. #advisors

Meeting these unanticipated needs makes it difficult for someone to ever want to go anywhere else. #advisors #CX #value

As an academician, I seize the moment to create a more ethical environment for the next generation of financial advisers. #ethics #advisors

To make a point and make it clearly, you need to know not just what you’re trying to say, but who you’re saying those words to. #personality

All three certifications are related to finance, they have distinct differences in terms of the type of knowledge they provide. #advisor

Not an exhaustive list but a resource to get you going on your journey to additional education in financial planning. #education #advisors

A hedge fund is designed return a profit to the investor no matter if the market is up or down. #hedgefunds #investing #risk

Before going all in on this additional service for your clients, it’s wise to understand the good, bad, and ugly. #taxes #advisors

Rip up your New Year's resolutions. Ditch them… Say goodbye.  Instead, make these 7 intentional choices for a great 2023. #advisors

Here are some actionable techniques to consider implementing in 2023 to strengthen your client relationships. #advisor

5 ways that a great Financial Advisor can add value to a client’s life that a client may never consider discussing with their Advisor. #advisors

I don’t want to be part of a society that privileges me for the color of my skin, even as it puts down my mother for the color of her skin. #views

It is commonly held wisdom among financial professionals that timing the market is generally a foolish activity. #stockmarket

Five key truths that millennial investors in the survey revealed and hope it will help you frame better conversations In this segment.

Student and parent loan repayment strategies and understanding the pros and cons could make a huge difference. #tuition

Does all of the technology out there overwhelm you? Use these five steps to determine the best tech for your firm. #fintech #advisors #business

At the end of the day, we do what we do because we know it’s meaningful. The impact we have on our clients is huge. #advisors #investors

Bitcoin and Ethereum are likely to continue to be major players and will continue to get the attention of clients who may be looking to invest in this area

The problem of longevity and declining health is increasing the number of people needing help with daily living activities or requiring supervision.

My biggest suggestion for anyone considering entrepreneurship is know thyself. Know who you are, what you like and what you need

It's time that we stop playing the greater fool in the digital asset ecosystem and start focusing on improving the world through practical applications

Most advisors don't spend too much time explaining risks to clients, yet it is one of the more critical value additions we can make. #risk

For our income to outlive us, our income must grow at least at the rate our cost of living grows. #retirement #income #investing

Here are three questions that will help you figure out who can benefit from these rule changes. #studentlaons #finance #investors

With out-of-control inflation and a heightened chance for economic trouble ahead, what are things you can do now? #investing #finance