Eliminating Squirrel Mentality
Don’t be the dog that spots a squirrel in the neighborhood and chases after it until he gets tired. Focus on both the Pension Protection Act and The SECURE Act as a cohesive pair.
Month: February 2020
Generational Planning, Creativity and The SECURE Act
In every industry, professionals look to thought leaders and seasoned veterans to help them understand how to succeed. The SECURE Act forces us to look at alternatives that our mentors and parents never had to contend with when transferring assets to the next generation through our spouses.
3 Questions For Success Under the SECURE Act
It’s ironic, isn’t it? As individuals, most planners hate change. Yet we work in an industry notorious for it. And make no mistake—the SECURE Act has changed the game. But, despite the changes it’s brought, success is still possible. We just need to be more purposeful in our planning, and more diligent in our conversations …
3 Key Considerations When Buying a Book of Business
Nobody likes to get burned by a decision. But if you’re reading this, you want to grow your business. As we transition to a new generation of financial planners, one increasingly popular way to find growth is through mergers and acquisitions. Buying a book of business is certainly an option when you are looking to …
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