The booths were built, the t-shirts tossed around, and the registrations run through, as attendees, sponsors, and employees alike streamed in, eager to spend the next three days together for what promised to be the best Summit – and not to mention location – to date.
The new Department of Labor fiduciary ruling is one of the most transformative pieces of legislation to affect financial advisors in recent memory. And while the exact nature of the consequences are yet to be determined, that doesn’t mean you can’t be proactive and prepare your business for the new challenges ahead.
Watch a replay of our live webinar on how to maximize your mobile experience. We discuss why a seamless mobile experience is vital to a financial advisor’s business. And we reveal what it takes to connect with your current and prospective clients via their preferred mediums.
Although the underlying math is complex, the theory behind Monte Carlo is simple. And thanks to the wonders of modern technology, these projections can now be run in seconds and applied to almost any plan or portfolio.
Using eMoney’s Distribution Center allows you to work with both basic and advanced estate planning tools to collaborate with clients when building a plan that displays their transfer of assets. And it helps you make the recommendations needed to execute the best approach for all your clients’ individual estate needs.
As of April 30th, 2016 there was a bipartisan budget deal passed that eliminates two common social security strategies: file and suspend and the restricted spousal benefit. In reaction to this bill, compliance with the new Social Security Administration’s rules and regulations has been built into eMoney’s Fact Finder.
What sets you apart is no longer the products you suggest or the returns you achieve or even the services you provide, but rather the experience you offer. But just what exactly is the client experience and why does it matter? Tune in to our live webinar, Experience Matters, on Wednesday, May 11th at 3:00 PM ET to find out.
As every advisor knows, investing too heavily in a single position is a Cardinal sin. But ironically, when it comes to advising both the client and spouse, that’s just what many advisors seem to do. Focusing on one member of the relationship while marginalizing the other.