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...
A few tips from you early in the year could help your high income clients pay themselves at tax time next year — instead of the IRS! Your self-employed clients probably have access to the best available tax-advantaged savings plan in the U.S.: Micro-Business Defined...
A recent IPSOS survey about richer Americans found some useful demographics that might influence your marketing efforts: Average household income among Affluents in 2013 was $197,400. Liquid assets rose 7% to an average of $592K in 2013. Affluent average net worth...
One of the missions of every financial advisor is to help clients convert income to wealth. Research confirms that as many as 50% of high-income people spend most of what they earn, so steady guidance from an FA can make all the difference in raising the percentage of...
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