Nov 30, 2016
Schwab IMPACT, an annual conference put on by Charles Schwab, brings together some of the brightest and most successful independent wealth advisors in the industry. At this year's conference, Ben D. Jones sat down with a handful of advisors to find out what inspired them to get into the field of wealth advising, what...
Nov 28, 2016
Our topic today is social media – how to use it effectively as a financial advisor, why employing social media strategy is important, and some mistakes to avoid before you send out that first tweet. We start with the concepts of social media and how to set goals for your strategy, and then dive into details with...
Nov 14, 2016
Today, we’re talking to Kathy Howe-Hrach, a Financial Planner with BMO, about tax loss harvesting. What is tax loss harvesting? How can investors and advisors use this technique to harvest losses and gains in a way that can enhance outcomes for their clients? Listen in as host Ben Jones talks to Kathy about how tax...
Nov 9, 2016
Today, we discuss the topic of re-enrollment for corporate retirement plans. Our guest is Jeff Gratton of SageView Advisory Group, a certified 401(k) professional and one of the most influential retirement plan advisors in the country. There has been a significant body of research over the last decade about the...
Nov 2, 2016
On today’s episode, we talk with author, artist, columnist, and certified financial planner Carl Richards. His New York Times column Sketch Guy has become famous in the financial advising community, as his sketches have the unique ability to distill complex concepts into simple diagrams clients can understand....