Participate in this new, confidential research study by June 30th sponsored by Cerulli Associates and receive a complimentary report based on the key findings from Cerulli’s latest research update. The report leverages data-based insights to demonstrate how advisors can harness the power of their client experience to: Fuel growth Reduce attrition Generate a strong referral system
Participate in this new, confidential research study by June 30th sponsored by Cerulli Associates and receive a complimentary report based on the key findings from Cerulli’s latest research update. The report leverages data-based insights to demonstrate how advisors can harness the power of their client experience to: · Fuel growth · Reduce attrition · Generate a strong referral system Take the Survey
Our goal with our new volunteer management system is to capture all our volunteer opportunities and establish a simple process for engaging volunteers
EDT $10 billion in unclaimed Social Security benefits http://www.marketwatch.com/story/10-billion-in-unclaimed-social-security-benefits-2013-09-13 If the use of some unusual claiming strategies were to go mainstream, it could cost the Social Security system a staggering $10 billion annually
Here’s a quick summary if you’re pushed for time: | Common Practice What most firms do Periodic risk assessments for critical systems Penetration tests and vulnerability scans on critical systems Tools to prevent, detect and monitor the loss of personally identifiable data Maintenance processes to address vulnerabilities Information-protection programs Cybersecurity organization charts Customer/shareholder authority to transfer funds to third-party accounts Vendor risk assessments | Best Practice Extra measures that “robust” firms take Inventory of data, information and vendors, including risk classification and vulnerabilities Detailed cybersecurity-related instructions, e.g. for monitoring and access rights Prescriptive schedules and processes for testing data integrity and vulnerability Established and enforced controls to access data and systems Mandatory employee training, from onboarding onwards Senior management engaged to vet and approve policies and procedures Want to read the full findings?
Elder Financial Exploitation and Alzheimer's Disease - What Every Financial Planner Needs to Know We are also working on offering training for FPA members in understanding the municipal retirement system in MA for those who may work with municipal employees or whose clients may be married to a municipal employee. Training will include the MA state retirement system, Social Security implications, disability coverage under the state retirement plans, medical insurance options, voluntary contributory retirement plans and much more. Those who complete this training successfully, may become eligible for future projects involving the FPA and the Massachusetts Association of Contributory Retirement Systems. Look for more details on this in the first quarter of 2014
To choose the right content distribution strategy for your financial advisory firm, you must first identify your target audience, audit your content, and then select your content distribution channels based on what aligns with your audience’s preferences and behaviors
The short answer is that under current OHIP rules, US residency and OHIP are usually incompatible, but with proper planning one can “double dip” or access the Canadian and US health care systems concurrently
My prospect is the CFO for a local company, and he's trying to help some of the more highly compensated employees out. 6 or 7 of the employees at this company receive bonuses every year based on company profits
Our firm understands that advisement of a client’s portfolio is an integral part of their financial life plan, however it is not the only element that contributes to meeting a client’s goals and aspirations. At Suncoast Advisory Group nothing inspires us more than...
2 Comments - Would you have any suggestions for how to transition your existing client base from the AUM fee model to the flat retainer fee model?
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