Registration for csbEnvision8 now open

The Premier National Conference for Jewish Life Insurance Professionals Registration Now Open! New highlights to the annual csbEnvision conference include Industry leading AALU & MDRT organization to be represented at csbEnvision8 The csbEnvision Award csbEnvision SPEAKS The AMI LIFE PLANNING ISSUE a joint project by Ami Magazine & csbEnvision ​ www.csbEnvision8.com…

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Survey: More than one-third of advisors see themselves as financial planners

A survey from Practical Perspectives found 36% of financial advisors identify themselves as financial planners to current and prospective clients. The survey also showed 60% of advisors see finding new business as their biggest future challenge, and 48% said they need more support to boost business growth. InsuranceNewsNet Magazine online…

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Specialization can help boost referrals, expert says

Specialization can help boost referrals, expert says Niches and mini-specializations can be “effective differentiation tools,” helping advisors “become more referable,” writes Michael Kitces of Pinnacle Advisory Group. Advisors who have a specialization can develop targeted marketing plans to reach their desired audience, he writes. Financial Planning online (9/10)

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More communication from advisors needed in a volatile market

Financial advisors should consider the current volatile market climate when considering how often to communicate with clients and err on the side of overcommunicating, writes AssetMark’s Michael Kim. He notes that it’s important for advisors to consistently provide context for market fluctuations and personalize interactions. InvestmentNews (tiered subscription model) (8/6)

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April 24th Self-Directed Power Lunch Recap

Welcome to the relaunch of our popular Self-Directed Power Lunch (SDPL) meetings. At our SDPL meeting on Tuesday April 24th 2018,  co-host Leizer Gewirtzman, CPA ChSNC (Financial Advisor and Chartered Special Needs Consultant at Mass Mutual) did a superb job addressing questions related to financial planning for a family member…

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Here’s a retirement-plan choice you won’t have after 2017

Under the new tax law, the decision to convert a traditional IRA to a Roth IRA can no longer be reversed after Dec. 31, writes columnist Paul Brandus. He advises people who may be affected by this to talk to their advisor immediately. MarketWatch (12/27)  

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How a self-proclaimed “product seller” tripled his income by addressing his clients’ needs

Through decades of work with advisors at all stages of their career, we’ve found a consistent theme among the success stories: The advisors who thrive don’t sell a product; they solve a problem for their customers. Just ask Eszylfie Taylor, who has used this philosophy to become a Million Dollar…

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NAIFA establishes relief fund for advisers affected by Hurricane Harvey

The NAIFA Board of Trustees has activated the NAIFA Hurricane Relief Fund to provide financial assistance to insurance and financial advisers affected by Hurricane Harvey's widespread destruction and flooding in Texas and Louisiana. NAIFA will allocate $10,000 to the fund. Make donations, and read more on the Advisor Today Blog.

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Help clients understand the importance of naming a health care proxy

People rarely think they will find themselves in need of urgent, long-term health care, but advisers should encourage their clients of any age to complete a health care power of attorney, writes Amy Florian. Florian lists three steps that are essential to the process. WealthManagement

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Hurricane Harvey highlights need for advisers to have a plan in place

Hurricane Harvey has demonstrated the need for advisory firms to have contingency plans in place for such emergencies, writes columnist Danielle Andrus. Advisers who have been affected by such natural disasters offer tips, including storing documents in the cloud and keeping a supply of cash on hand. ThinkAdvisor (free registration)

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