CPAlliance: 3 Common FAQs About Personal Financial Planning
(CPAlliance) Now is the perfect time to work on that personal financial planning business plan you've been putting off! If you're considering making the change and transforming your tax practice, now is the time, especially with the 2024 tax season looming in the distance.
Simplicity: 5 Questions to Overcome Emotional Barriers With Prospects
(Simplicity) Discovery questions are critical to the sales process. Overcoming emotional barriers is key to building long-lasting relationships with clients.
A prospect’s values, principles, and pains often influence their financial strategy.
AssetMark: Build a Scalable Financial Advisory Practice and Attract More Clients
(AssetMark) Are you a financial advisor looking to take your practice to the next level? If so, building scalability into your business plan is the key to attracting more clients and achieving sustained success. Scaling is not just about growth; it's about efficiently increasing your capacity and versatility while keeping expenses in check.
S&P 500 Rally in Q4 "More Likely Than Not" Despite Headwinds - Morgan Stanley
A rally in the S&P 500 in the fourth quarter of 2023 "is more likely than not", Morgan Stanley's Michael Wilson said in a note.