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The Communicating Advisor: Planning Ideas—CLATS Couldn’t be Better

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Friday, July 31, 2009. Planning Ideas—CLATS Couldn’t be Better. By Cannon Financial Institute. Planning Ideas—CLATS Couldn’t be Better. With interest rates at historic lows, it may be an opportune time for your clients to take advantage of a Charitable Lead Annuity Trust. The mechanics of a CLAT are illustrated in the following example and diagram. Federal Income Tax Considerations. If the trust is structured as a grantor trust, the grantor is taxed on the income each year, but receives an income tax ded...

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The Communicating Advisor: How Your Assistant Can Be The Key To Bringing In More Business

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Friday, July 31, 2009. How Your Assistant Can Be The Key To Bringing In More Business. By Katherine Vessenes of Vestment Advisors, Inc. What if I told you the key to your success, the lightning rod to bringing in more business and building your practice is already in your office… and it’s not you. No, it’s actually your assistant! What’s a CSM you ask? Your CSM takes the responsibility of tasks and responsibilities in non-revenue-generating tasks. This opens up more time for you to increase business!

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The Communicating Advisor: 43 Websites to get FREE Images

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Friday, July 31, 2009. 43 Websites to get FREE Images. By JD Smith of Ninety Degrees North Design. The perfect image can help keep your reader interested in your writing. It can help explain and drive your point farther than your words alone. In the past, purchasing stock photography required at least $300 to order a CD where there was only one or two images that you could even use. 1 http:/ www.123rf.com/freeimages.php. 2 http:/ www.abstractinfluence.com. 4 http:/ www.animationfactory.com/en/. 15 http:/...

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The Communicating Advisor: August 2009

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Thursday, August 20, 2009. The Lucky Seven Keys To Conversation And Networking. JD, CFP - Vestment Advisors, Inc. 8220;It’s all about who you know.” I’m sure you’ve all heard this mantra before, possibly when it came to getting a recommendation, finding a job, or in this case, landing a prospect or account. Networking is essential to the process of prospecting, but how do you do so effectively? The same person I had spoken to for only a few minutes in the locker room had passed along my information which...

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The Communicating Advisor: Creating a Strategic Communications Plan

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Friday, September 25, 2009. Creating a Strategic Communications Plan. By Benjamin Lewis of Perception, Inc. So, to help my advisor friends out there who have never created a strategic communications plan before, I am going to take some time over the next several issues of this newsletter to lay out the vital components of a communications plan and how you can put one together with minimal difficulty. In fact, the most difficult part of the plan is step #1 which I am going to address today:. 8226; Create ...

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The Communicating Advisor: Correct it Now…or Pay Later

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Friday, September 25, 2009. Correct it Now…or Pay Later. By Katherine Vessenes, JD, CFP. For years, I have helped professionals in the financial services industry deal with the ever-present problems of compliance. To help identify the specific opinions and preferences of those in the industry, we surveyed 100 financial service professionals to gauge their thoughts, opinions and experiences. Needless to say, we received some very interesting information. These blunt responses are a direct reflection of th...

communicatingadvisor.blogspot.com

The Communicating Advisor: The Lucky Seven Keys To Conversation And Networking

http://communicatingadvisor.blogspot.com/2009/08/lucky-seven-keys-to-conversation-and.html

Thursday, August 20, 2009. The Lucky Seven Keys To Conversation And Networking. JD, CFP - Vestment Advisors, Inc. 8220;It’s all about who you know.” I’m sure you’ve all heard this mantra before, possibly when it came to getting a recommendation, finding a job, or in this case, landing a prospect or account. Networking is essential to the process of prospecting, but how do you do so effectively? The same person I had spoken to for only a few minutes in the locker room had passed along my information which...

communicatingadvisor.blogspot.com

The Communicating Advisor: July 2009

http://communicatingadvisor.blogspot.com/2009_07_01_archive.html

Friday, July 31, 2009. Planning Ideas—CLATS Couldn’t be Better. By Cannon Financial Institute. Planning Ideas—CLATS Couldn’t be Better. With interest rates at historic lows, it may be an opportune time for your clients to take advantage of a Charitable Lead Annuity Trust. The mechanics of a CLAT are illustrated in the following example and diagram. Federal Income Tax Considerations. If the trust is structured as a grantor trust, the grantor is taxed on the income each year, but receives an income tax ded...

communicatingadvisor.blogspot.com

The Communicating Advisor: Forge Relationships with the Media by Going Above and Beyond

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Thursday, August 20, 2009. Forge Relationships with the Media by Going Above and Beyond. By Benjamin Lewis - President of Perception, Inc. The following is an excerpt from my book Perfecting The Pitch: Creating Publicity Through Media Rapport. How does going “above and beyond” help you? Relationship Building –. You want to be viewed as a resource willing to do what it takes to make the reporter’s job easier. A happy journalist will keep coming back. Word of Mouth –. Think of it as the equivalent of havin...

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The Communicating Advisor: June 2009

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Tuesday, June 30, 2009. Communicating with Gen X and Y: Some Guidelines for the Baby Boomer Advisor. By F John Deyeso, CFP, CFA. Every generation has unique traits that define them; these traits can run from the complex, common experiences, attitudes and beliefs, to the simplistic, fashion and music. If Boomer advisors are to successfully communicate financial advice with this younger generation these generational differences and their influences must be understood. Any one of these items may be the driv...