Unique tax breaks let you keep more.
Open up with clients to earn trust.
Take a fresh look at pricing your advisory business. Download our free guide to learn how small changes to your fee structure can have a big impact on your bottom line, protect you against market downturns and withdrawals, and entice clients to consolidate more assets with your firm.
Download our free side-by-side comparison of the five affiliation models that deliver what your business needs at every stage of its evolution. You’ll learn that however you serve your clients, Commonwealth delivers the infrastructure that has you covered.
Adopt a rainmaking mind-set to boost revenue. Download our free template outlining the 20-point system that can help you stay focused on revenue-generating activities. Learn practical strategies and techniques you can start implementing today to increase referrals, optimize strategic alliances, network more effectively, market to clients and prospects, and hold yourself accountable for your own success!
One of the trickiest aspects of being a financial advisor is simultaneously navigating your dual responsibilities as both a financial advisor and business owner. In order to gain a well-rounded perspective of your firm’s performance, there are several key metrics you should use to assess and interpret its financial health. We’ve outlined six ratios that will offer deeper and more valuable insights into where you stand and help you maximize your firm's performance.
Often, in an effort to serve their clients, advisors neglect their own business. However, growth in business is imperative. There’s even a popular saying: “If you aren’t growing, you’re dying.” One of our core goals at Kestra Financial is to help you maximize the value of your business. We work one-on-one, encouraging you to manage your business as a personal asset with the same level of care and diligence as you manage client assets. We help you find the time and tools to work on your business not just in it. When evaluating the health of your practice, here are five key areas to jump-start your growth plan:
Rate hikes? Low inflation? Tax cuts? Commonwealth’s chief investment officer, Brad McMillan, examines the trends that may boost investor sentiment in the coming months. Download his free article, Not a Bad Place to Be: Market and Economic Forecast for the Second Half of 2017, and prepare your clients for the possibilities.
Your clients look to you for guidance and advice when crafting long-term financial plans. Understanding your clients’ charitable interests and passions can provide a unique opportunity for you to expand your relationship and help create a long-term strategic plan that also impacts their favorite charitable causes. For additional insights on guiding your clients through the development of their charitable plan, Vanguard Charitable has gathered five best practices for philanthropists, drawing on years of experience working with donors and charities.
China faces a challenge: balancing short-term stability with long-term sustainability in an economically viable way. To avoid stagnation, it needs strong structural reform. But too much top-down interference could impede growth. Learn which Chinese factors may have an impact on the global economy and financial markets.