Prospect Need: A referral prospect needed assistance with a concentrated stock position and was seeking to build a rental real estate portfolio. He didn’t fully understand cost segregation and wasn’t sure if it was right for him.  “Someone might shy away from cost segregation because a property isn’t big enough,” said Steve Ruda, director of […]

Understanding the motivation driving your clients’ goals can uncover growth opportunities for both them and you. If you’ve been meeting with clients the same way for a while now, maybe it’s time to change things up. A good way to reframe how you work with clients is to ask yourself: Am I adapting my financial […]

Helping clients plan for retirement is foundational to all other planning. Your clients are seeking your advice as to whether they’ll have enough to live comfortably and leave a legacy for future generations. But have they thought about how to create a purpose-based retirement? In addition to helping clients achieve their financial goals, ask them […]