Maximize Your Worth by Valuing Every Working Hour
Time is the ultimate constraint. There’s just only so many hours you can work and deliver your services, before you run out of time. As a result, maximizing your economic value as a professional is all about maximizing the value of your time. https://t.co/QPBTo1660m
Retirement Success Requires More Than Money, Embrace Psychological Shift
While financial advisors and their clients often focus on creating a succesful retirement income plan, a successful, meaningful retirement goes well beyond dollars and cents. https://t.co/56P7aBxudV In this #FASuccess episode, we dive into the deeper side of the retirement transition with...
Data‑Driven Reassurance Helps Clients Navigate Headline Uncertainty
2026 faces a familiar but challenging dynamic: a surge in headline-driven uncertainty prompting clients to question whether they should take action with their portfolios. 1. After a remarkable run in 2025, which included 39 record closing highs for the S&P 500,...
TIPS Rates Refine Social Security Breakeven Age Calculations
Breakeven Real Rates For Delayed Social Security Claiming ➡️ How incorporating available rates on Treasury Inflation-Protected Securities (TIPS) into advisors' analyses of Social Security claiming strategies can lead to more accurate "breakeven ages". https://t.co/DSv4rxmgAa #WeekendReading (Nathan Dutzmann | Advisor Perspectives)
Deferred Income May Still Be Taxed by Original State
Like many rules, there's an exception: When a person working in one state defers some of their income, then moves to a different state (where they ultimately receive the income), that income can in certain cases be taxed by the...
Less Admin Work Boosts Advisor Well‑Being and Retention
Advisors who spend less time on administrative and compliance tasks tend to report significantly higher well-being (measured by the Cantril Ladder). Those with a rating of 3 or lower spend 36% of their time on this type of work, while...
True “Pay Your Dues” Means Learning Professionalism, Not Token Effort
What Does It Really Mean To “Pay Your Dues”? It's really about learning how to be a professional, it's worth recognizing that there IS a bad version of paying your dues. https://t.co/WMeBzgXy76 #advicers
ISOs Offer Wealth Potential, But Tax Risks Loom
For clients receiving Incentive Stock Options (ISOs) as part of their compensation, the potential for wealth creation can be significant – but so too is the risk of adverse tax consequences if not handled properly. https://t.co/YA6mBVn0qA #ISOs
Advisors Face Fee Dilemma with Off‑Custodian Cash Solutions
Interesting evolution in the rise of standalone high-yield cash solutions for advisors... at what point are RIAs disintermediating their own assets by using off-custodian providers, and if so when/where is it appropriate to still earn some kind of advisory or...
Evergreen Content Cuts Costs, Boosts Advisor Reach
The challenge of "successful" social media marketing is that success often hinges on two distinct but rarely simultaneous goals: reach and conversion. Making matters more difficult, social media platforms are increasingly saturated, making it harder for advisors to stand out...
Delaying Retirement Often Beats Planned Timing, Study Shows
Why Retirement Timing May Deserve A Larger Role In Retirement Risk Analysis 🔻🔻 A two-year shift can move retirees into a different return environment. This can be understood by separating retirement timing risk into two components: cohort risk and pure...
Scale to $1B AUM by Delegating, Leveraging Rainmaker Strengths
Scaling To $1B AUM By Recognizing Your (Rainmaker) Strengths And Delegating The Rest: #FASuccess Ep 484 With Jake Falcon explores how he attracts new clients and delegates plan preparation to give himself additional capacity as his firm surpasses one billion...
Gift Business Shares to Cut Estate Tax Liability
Entrepreneurs whose businesses grow substantially over time can end up with an asset worth many millions of dollars, creating a potential 'problem' of exceeding the estate tax exemption amount. https://t.co/15oEYyCXLW In this guest post, Anna Pfaehler, CFP, AEP, a Partner and Wealth...
Wealthbox Adds AI Agents to Defend Advisor Tech Relevance
This month's #AdvisorTech kicks off with the news that Wealthbox is introducing new AI agents to make it easier for advisors to query and take actions based on the client data within their CRM – which could help make it...
Tailor Advisor Websites to Answer AI-Driven Client Queries
Better AI Prompts Get You Found: How financial advisors can tailor their websites to reflect the questions prospective clients are asking AI tools such as @ChatGPTapp https://t.co/At0QTtUIN7 #AI #WeekendReading
