If you’re an advisor or CPA, you probably have high income, self-employed clients whose occupations may not appear to be just that. People with these occupations make enough money to live – and more – and are looking for strategies to reduce their taxes. We found five...
Based on the plans we set up with our Financial Advisor partners in 2014, we know you probably have DB Plan prospects hiding in your own book of business. Here are just three financial situations we saw in 2014 that should motivate you to make a few phone calls:...
It is naturally more lucrative to land a new client who has $2 million ready to invest, but the long-term health of your practice may benefit from taking a broader view and seeking “emerging affluent” people who are poised at the front edge of their asset-accumulation...
Large corporations continue to run away from DBs, but small businesspeople are discovering the huge benefits of micro Defined Benefit plans at a robust pace, particularly for the very smallest businesses. We call them the “High Income Self-Employed.” These...
Ignore Baby Boomers and older Gen Xers at the risk of blunting the growth of your advisory business. That’s the message we took from a recent article in Inc Magazine titled “Old is the New Young: Changing the Entrepreneurial Hiring Template.” The article focused on...
Some folks here at Dedicated DB have found a blog called “Barking Up the Wrong Tree” useful for personal motivation. The misleading title is a play on the author’s name: Eric Barker. And his content hangs from the right tree: Great ideas about keeping our own...
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