Maximize annual review efficiency with smart advisor tips

How financial advisors can take the stress out of annual reviews

jakeandgino jakeandgino | 4 years ago

Chris DiTata, vice president and general counsel of RIA in a Box, shares recommendations on how to make the process headache-free.

Take the stress out of affordable housing waitlist openings

mrisoftware mrisoftware | 4 years ago

How much preparation and hard work go into the opening of your affordable housing waitlist? Maybe this question is already making you feel stressed as you think about the answer. For many public and affordable housing authorities, the process of opening a waitlist is weighty; it’s an “all hands on deck” nightmare scenario that requires … Continued The post Take the stress out of affordable housing waitlist openings appeared first on MRI Software.

Business & Economy Website Business & Economy W... | 1 year ago

Are you interested in deferring your taxes when you transition between investment properties but don’t want to roll all of your cash proceeds forward into your replacement property? Don’t be […]

The Best Marketing Ideas for Financial Advisors | ReminderMedia

remindermedia remindermedia | 2 years ago

Marketing for financial advisors is much like marketing for providers of other professional services. You need to ensure you direct your marketing toward a well-defined audience. Your marketing should tell a compelling story. It must offer your audience something of value. And best practices require it include a call to action. But unlike marketing for... Read more »

How to Deal With the Stress of Buying a House

homie homie | 1 year ago

Original Publish Date: September 13, 2017 According to KSL, securing a home and a mortgage is among the top 10 most stressful life events. The stress of buying a house ranks right up there with having a child or changing jobs. We get it. Buying a home, moving, taking on a mortgage—it all happens almost at once. That’s a lot to tackle for anyone but even more so for first-time home buyers. That’s why Homie was founded. There are already so many stressors in life, so the least we can do is m...

3 Strategies Financial Advisors Can Use to Build and Nurture Client Relationships | ReminderMedia

remindermedia remindermedia | 2 years ago

Aside from ensuring that your clients’ money is responsibly invested, one of the most important aspects of your job as a financial advisor is to make your clients feel secure and never regret the trust they’ve put in you. This isn’t simply for their benefit—happy and secure clients are going to remain loyal to you,... Read more »

J.P. Morgan adds hundreds of financial advisors as profits slip

jakeandgino jakeandgino | 3 years ago

As CEO Jamie Dimon faced questions about a potential recession, the firm’s wealth management units displayed continuing headcount growth.

How To Take Advantage Of The BRRRR Method | FortuneBuilders

fortunebuilders fortunebuilders | 1 year ago

Imagine yourself attending a real estate investing networking event, and you overhear someone saying “BRRRR.” Chances are, your colleague is not commenting on the temperature of the room but rather is discussing a popular investing strategy known as the BRRRR method. Those wondering how to build wealth in real estate should consider this unique framework representing a hybrid between active and passive income. Read on to find out more about the BRRRR strategy. BRRRR Meaning The BRRRR Method ...

Relax. Construction Simulator video game takes the stress out of building, CEO says.

constructiondive constructiondive | 1 year ago

Imagine you’ve finally finished a long day at work. You kick off your shoes, grab your dinner, turn on your TV and boot up…a construction simulator. Filled with excavators, cranes and more, the Construction Simulator series was originally created in 2011 by German game developer Astragon Entertainment and software firm Weltenbauer and has since spawned several mobile iterations. Today, it has licensing agreements with recognizable American and German construction brands like Bobcat, CAT, ...