Financial Advisors Want To Know Podcast

What do you have control over? Email. Today’s episode of Financial Advisors Want to Know - I have Hillary Gale Meehan on the show talking about why email marketing is so important and how to implement it less painfully. Think of it strategically as a way to collect your audience (who may not be quite in market yet) vs. an extra task you have to manage. Most people consuming your social media may n...

Finances are already very taboo - how do you approach an even more taboo topic clients are dealing with… Divorce. On Today’s episode of Financial Advisors Want to Know I have Nancy Hetrick CDFA, MAFF an expert in this topic. Her top advice - be very careful not giving advice when clients are divorcing because you have a fiduciary duty to both clients. Finding a trained financial specialist (CDFA)...

A common strategy I see missed on charitable giving... Most clients aren't aware of the vehicles for charitable giving they could be using that have more benefits than just a straight gift.  Often, clients aren’t aware that they could be utilizing a technique like a Donor-Advised Fund (DAF) to gain more structural control over their charitable giving.  Here’s what I like about DAFs: 1- You’re...

3 Big Misconceptions on Referrals: 1- They just happen 2- Asking is too salesy 3- That it's not a marketing strategy They need to be earned - the #1 strategy for marketing growth is unsolicited referrals -  it comes down to the great client relationships  The clients need to have a story to tell - what story are my clients telling?  They won't be talking about their money with friends - ...

S-Corporations are common, but many advisors and tax professionals are unaware of a crucial tax court case from 2016. The Tax Court ruled against an advisor using an S-Corporation to avoid some self-employment taxes. Unfortunately, missing key steps cost the advisor a lot, including multiple years of self-employment tax, interest, and penalties. In this episode of "Financial Advisors Want to...

Wouldn't you like to learn how to be #1 on Linkedin from an advisor who's doing just that? In this episode of "Financial Advisors Want to Know," I had the pleasure of speaking with Mando Sallavanti III, CFP®, CEPA , a financial advisor who has truly mastered social media, particularly LinkedIn, to grow his practice. (He's got about 26k followers) Here are some key takeaway...

I’m Catherine Tindall, a CPA with Dominion Enterprise Services. We’re a CPA firm that works specifically with financial advisors as their trusted tax professional for their own firms, tax, and accounting needs. Catherine is a Tax Advisor working for Financial Advisors to help them reduce their income taxes, stay compliant with tax returns, and grow their firms sustainably given the ever increasing...