In this day and age, most people visit a doctor if they are experiencing health problems, rather than diagnosing and treating the problems on their own. The same could be […]
Joe Campisi
Financial Advisors: Your Clients May Want to Retire Outside the U.S.
Financial advisors working with retirees, or the soon-to-be-retired, need to come to an important realization – more and more Americans seem to be retiring abroad. According to a recent […]
Advisors: Do You Know Which U.S. States are ‘Community Property’ States? Your Clients Certainly Need to Know
For those financial advisors serving married couples, it is important that you know how marital assets could be divvied up in the event the spouses become divorced. Most states in […]
Financial ‘Advisor’ v. Financial ‘Adviser’ v. Financial Planner: What’s the Difference?
What’s in a name? Well, for those working in the financial services industry, the title that accompanies your name can make a difference. Take, for example, the title of ‘financial […]
Advisors: How Much Do You Know About ‘Gun Trusts’ As An Estate Planning Tool?
Many financial advisors who assist clients with estate planning know about various types of trusts. These can include charitable trusts, asset management trusts (also known as spendthrift trusts), and beneficiary […]
Financial Advisors: How Much Do You Know About Inbound Marketing?
In the past, it was up to businesses to actively get their names out there via direct marketing efforts. In other words, businesses did the legwork to locate customers, hardly […]
Advisors – Talk To Your Clients About Digital Estate Planning
Financial advisors have long espoused the importance of estate planning as a tool to help clients avoid costly, and potentially invasive, issues following death. Clients without a will, for example, […]
Blogging: A Key Aspect of Financial Advisor Marketing
Financial advisors are becoming more and more marketing savvy in this digital age in which we live. And that’s not surprising – it’s not really a choice anymore. The days […]
How To Make The World of Financial Advising Attractive to Career Seekers
Financial planning tends to be viewed these days as a “graying profession,” meaning there are more middle-aged and older workers than younger ones. The average age of a financial advisor […]
A New Year, a New Career … Or a Reinvented One
With the New Year now well underway, there is perhaps no better time to consider a career change. Statistics show that U.S. workers are changing jobs now more than ever […]