Thought Leadership
We seek to impart wisdom by sharing our insight, publishing our discoveries and celebrating the triumphs of our industry.
Do You Want to Be the Executor of Your Own Estate?
“Do you want to be the executor of your own estate?”
“I hope so!”
Yes, I inadvertently asked this question of a client in my first month in the trust business. I meant to ask who he wanted to appoint as executor of his estate but the words came out garbled. Fortunately, I didn’t ask him if he wanted to be the executioner of his own estate. Since many unusual words are employed in discussions about wills and estates, I thought a brief refresher might be useful for you and certainly useful to me.
How to Save a Shopaholic From Shopping and Other Fundamentals of Personal Trusts
You don’t need to be an attorney to bring up the subject of personal trusts with clients. No one from a bar association is going to rush in and tap you on the head with a judge’s mallet as long as you’re not giving legal advice. As an FA, you want to learn enough about trusts so you feel comfortable raising this issue with clients. So, I’ve written this article to give you a sample of a few fundamentals which might be useful.
Countdown to Implementation of the DOL Fiduciary Rule
Join Retirement and Investment Subject Matter Expert, Lawrence (Larry) T. Divers for this informative webinar, as he highlights the key questions you must be ready to answer in your firm’s business practices beginning June 9, 2017.
Earn My Trust
Trust is not a factor in relationships that can be requested, although it often is (“Trust me”).
Trust is something that is created from the ground up and built upon over time.
Advisor Challenges & Consequences: The Changes Driving Disruption Require a New Perspective
Financial Advisors: Relevance Today and Tomorrow - Advisor Challenges & Consequences: The Changes Driving Disruption Require a New Perspective
Capital Ideas - August 2016
This issue features pieces on Behavioral Finance, Income Tax, and Student Loans.
Iterative Innovation
Innovation and Business Modeling are classic management activities used by long term successful companies of all sizes and most industries. All businesses today operate in an ever accelerating state of change, and those who plan to survive have a plan that includes innovation and business modeling as key tools to help discover the way forward.