Sara Grillo

MAY 9, 2022

For those of you who are new to my blog/podcast, my name is Sara. 2 Tax harvesting benefits are exaggerated. All the direct indexing providers advertise the benefits of tax loss harvesting. You can do very well for clients by harvest tax losses occasionally when the market dips. Let me ask everyone reading this blog.

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Portfolios Consulting Consultants Taxes 72

FMG

OCTOBER 28, 2022

You can use get-to-know-you videos to establish a relationship of trust with your clients and prospects. Build your videos around frequently asked questions to provide prospects with the answers they’re looking for. You can even use the topics of existing blog posts to produce new video assets. Tax season tips.

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Prospects Taxes Education Financial Services 64

Sara Grillo

FEBRUARY 12, 2024

For those of you who are new to my blog, my name is Sara. People only do their taxes because they don’t want to go to jail. The right question to focus on Kirk says that financial advisors and CPAs make the mistake of assuming that the client cares about their core work as a provider (financial performance, better plans, tax returns).

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Consulting Consultants Taxes Prospects 105

Steve Sanduski

AUGUST 14, 2024

Using geofencing, social media, AI, and other tech to reach more ideal prospects. Planning, executing, and following through on virtual and in-person prospecting events. Designing a marketing “drip” to keep prospects engaged with your firm long term. Key hires Erin made as he built up the business side of the firm.

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Prospects Leveraging Taxes Investing 105

FMG

OCTOBER 6, 2022

CRM for financial advisors tracks, manages, and analyzes the interactions you have with clients, prospects, referrals, and strategic partners. Wealthbox — Wealthbox CRM tools keep you connected with clients, prospects, and staff with automated workflows using desktop and mobile apps. What prospects may become clients in the next month?

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Prospects Financial Services Accounting Taxes 83

Mr. Money Mustache

APRIL 27, 2023

The total net cost of this thing to me after all the taxes and tax credits* will be about $52,000, which is just a stunning amount higher than the Honda van it is replacing. And now I already feel excitement rather than dread at the prospect of all the road trips in the coming decades!

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Taxes Accounting Depreciation Banks 125

Indigo Marketing Agency

JANUARY 4, 2022

But it’s important to remember that your prospects probably don’t. While it’s important to touch on your credentials and why you’re qualified to help someone, most prospects want to understand you on a personal level. It’s where you house your blog posts, videos, market insights, and any other resources you want to share.

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Prospects Accounting Taxes Education 59

Sara Grillo

FEBRUARY 2, 2024

I wrote this blog in response to a question I got from a financial advisor. How do I start prospecting and gain local clients? But first… For those of you who are new to my blog, my name is Sara. Create a blog, and SEO optimize that blog (I’m going to cover SEO basics that later this week) on each of the following topics.

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Consulting Consultants Prospects Taxes 52

FMG

JULY 13, 2022

In this blog, “ What Should You Do About Inflation and Stock Market Volatility? President, Curtis Sheldon, CFP®, EA, AIF® shares “Curt’s Chalk Talk” with an eye-catching emoji discussing what happens if you deploy in the middle of March and it’s time to do your taxes. In fact, posts with images receive 2.3

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Prospects Taxes Stock Market Stock Market 72

Sara Grillo

JULY 8, 2022

Why I wrote this blog. Read the blog to see what these financial advisor said about what a typical day looks like, and how someone in wealth management typically spends their time. For those of you who are new to my blog, my name is Sara. Last year I also had 68 meetings with 41 prospective clients.

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Prospects Consulting Consultants Best Practices 59

Ballast Advisors

OCTOBER 25, 2023

Dive into our latest blog for a better understanding of the ever-shifting market sentiment in Ballast Advisor’s third-quarter update. With the prospect of higher rates ahead, bonds have faced significant headwinds, and they are now flirting with the possibility of a third down year in a row.

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Prospects Taxes Accounting Investors 52

Steve Sanduski

FEBRUARY 6, 2023

Pam says that wealth planning is a typical catalyst for prospects to reach out, especially for families whose financial complexity is ramping up. “I always tell prospective clients, you’ll sort of know when you need us,” she explains, “which is when your finances stop being something that you look at favorably. .

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Hedge Funds Prospects Taxes Assets 98

Sara Grillo

FEBRUARY 23, 2024

That is why I wrote this blog about financial advisor technology tips for those who are not the best with things computer-related. The screenshots below from Google Trends shows the trends for the term “taxes 2021” as of December 13, 2020. I’m not gonna lie – I’m a tech moron. Did you sign up for my daily newsletter

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Prospects Consulting Consultants Assets 52

Indigo Marketing Agency

AUGUST 11, 2020

Most advisors I meet with say they have the highest-value proposition when they can sit down and talk with prospects one-on-one: their personality and expertise shine; they can clearly explain what they do and how they help their clients. You don’t have enough time to meet with every prospect one-on-one. Let’s face it.

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Prospects Buyout Taxes Portfolios 52

AdvisorPR

AUGUST 10, 2020

In my previous blog , I shared ways to brainstorm and prioritize the immediate needs and concerns of your clients and prospects. Organize events – from fundraisers to featuring subject-matter experts and guest speakers—your clients and prospects are looking for opportunities to unite and connect now more than ever.

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Prospects Education Taxes Assets 52

Sara Grillo

APRIL 25, 2022

This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth. For those of you who are new to my blog/podcast, my name is Sara. Niched down like hell. But first….

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Prospects Consulting Consultants Education 52

Indigo Marketing Agency

MARCH 6, 2023

It should not be construed as providing investment, legal, and/or tax advice. How Indigo Can Help Marketing plays a significant role in communicating your firm’s culture to prospects. Remember, your company culture is a powerful asset that sets you apart and communicates why prospects should work with you.

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Prospects Best Practices Consulting Consultants 52

Indigo Marketing Agency

MAY 30, 2023

For a specific industry, brainstorm the biggest challenges your prospects are facing and create helpful resources like “How Dentists Can Catch Up for Retirement in a Hurry.” They help prospects understand the type of client that you serve and how you interact with them. Here’s one advisor using an online appointment scheduler.

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Prospects Leveraging Taxes Investing 52

Indigo Marketing Agency

AUGUST 11, 2020

If you’ve spent any time on my website or reading my blogs, you know I really like webinars. Share complex marketing topics with prospects in an engaging way. It allows prospects to get to know you on a personal level to see if you’re a good fit for their needs. . Webinars weed out unqualified prospects. Guess what?

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Prospects Taxes Accounting Financial Services 52

FMG

JANUARY 2, 2023

Rather, it is about providing value to current and prospective clients. In this blog post, we will look at how you can use webinars to generate more leads in 2022. Evergreen topics: Taxes, social security and medicare are reliable, evergreen topics for any time. Encourage them to subscribe to your newsletter or blog.

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Best Practices Prospects Taxes Financial Services 52

Diamond Consultants

OCTOBER 10, 2023

When it comes to the services they provide to clients, advisors layer in activities such as tax preparation, estate planning, and concierge services to not only satisfy growing client requirements but also to justify a fee increase or generate new sources of revenue.

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Consulting Consultants Prospects Taxes 52

Indigo Marketing Agency

JULY 1, 2020

The creation of my new webinar and my renewed focus on using life insurance for tax-efficient wealth transfer planning.”. We’ve had lots of new interested prospects so far this year. You help with my blog posts and digital footprint.”. Find more information on our blog. “Working with you guys! Getting new business!”.

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Prospects Taxes 52

Sara Grillo

APRIL 21, 2022

So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. For those of you who are new to my blog, my name is Sara. How I composed this blog. And btw, what’d ya think of my blog on ethical financial advisors?

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Consulting Consultants Prospects Legal 52

Sara Grillo

OCTOBER 16, 2023

For those of you who are new to my blog, my name is Sara. He believes that this formula is ‘cleaner’ than a more tradition process, because it’s simply a cash in/cash out formula, with no taxes or hidden fees. I am a CFA® charterholder and financial advisor marketing consultant. What is AG-48, anyways? appeared first on Sara Grillo.

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Consulting Consultants Taxes Prospects 52

Indigo Marketing Agency

AUGUST 22, 2024

We create a communication strategy that works for your target audience, which can include newsletters, webinars, website copywriting , blog posts, and social media updates. At Indigo, we are experts at developing and promoting educational content for your clients, including blog posts, videos, webinars, and downloadable guides.

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Education Leveraging Accounting Prospects 52

AdvisorPR

MAY 13, 2020

Your prospective clients have dramatically shifted their behavior in record time. You will need to communicate how you’ve adapted to meet the needs of your clients and prospects and what they can expect at every step of the process. They are following CDC guidelines and, as a result, have become more tech-savvy at skyrocketing rates.

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Education Prospects Accounting Taxes 52

Sara Grillo

MARCH 13, 2023

For those of you who are new to my blog, my name is Sara. Bak believes that if the market is down and there is an opportunity to tax loss harvest, there may be an exodus from SPY. I want to be clear that nothing in this podcast or blog can be interpreted as an investment recommendation of any type. Do ESG funds suck?

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Exchange-Traded Funds Consulting Consultants Bidding 59

The Motley Fool

FEBRUARY 14, 2024

Going forward, we hope to retain roughly 70% flow through on an annual basis with quarterly fluctuations due to working capital and tax payments. If you just think about the dollars on our platform, majority are transacted to drive IP today, and the dollar is taxed down to $0.70. million shares in 2023.

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Bidding Shareholders Banks Taxes 130

Sara Grillo

DECEMBER 12, 2022

For those of you who are new to my blog, my name is Sara. Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. As a CPA, he has been preparing complex tax returns for high net-worth individuals and businesses for over ten years. The debaters are: Charles King.

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Consulting Consultants High Net Worth Individuals Taxes 52

Indigo Marketing Agency

APRIL 23, 2020

Creating urgency for prospects to act today Download your free “Marketing In A Crisis” checklist to learn exactly what you should be doing each week to retain your best clients, get more referrals, and get in front of new prospects. Making it easy to work with you virtually 4. It’s an emotional topic.

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Prospects Education Assets Accounting 52

Ballast Advisors

JUNE 12, 2023

Whether you’re a homeowner, prospective homebuyer, or even an investor, understanding the impact of the current mortgage interest rate environment is crucial to one’s overall personal financial plan. Ensuring home affordability is a cornerstone of a sound financial plan,” says Paul Parnell. “As

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Leveraging Debt Education Consulting 52

Ballast Advisors

JUNE 30, 2023

As the race among tech companies to monetize AI picks up speed, it’s worth considering how widespread adoption of AI-enabled technologies might affect the economic prospects of workers and businesses. does not provide investment, tax, legal, or retirement advice or recommendations.

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Prospects Taxes Education Legal 40

Sara Grillo

AUGUST 14, 2023

For those of you who are new to my blog, my name is Sara. Scott Jacobs cites instances of encountering prospects who say things like, “I bought an annuity but I didn’t pay anything for it”, or they own an annuity and they have no knowledge of why it was sold to them. Is it, “meh, who cares”, or does it make a true difference?

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Legal Consulting Consultants Taxes 52

Diamond Consultants

DECEMBER 5, 2023

Or growth may be stymied by an inability to utilize social media and marketing to differentiate and develop new prospects. Even when done successfully, efforts to insulate clients from the firm are at their core counterproductive, since advisors could ideally use this time for prospecting or fostering existing relationships.

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Enterprise Values Buyout Prospects Taxes 52

Steve Sanduski

APRIL 8, 2023

Writing in Prospect Magazine about McGilchrist, Nick Spencer said , “The left hemisphere is better at ‘how’ and ‘what,’ while the right is better at ‘why’—though McGilchrist points out that both are capable of addressing either set of inquiries depending on context.” The left explains, the right understands.

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Prospects Taxes Finance Financing 52

Ballast Advisors

APRIL 13, 2023

This plan is simple—among other things, it involves collecting all accounts receivable, settling all accounts payable and other debts, notifying employees and creditors, selling inventory and assets, and filing final tax returns. You should always consult with your tax professional with regard to specific tax questions and obligations.

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Taxes Consulting Consultants Collateral 40

Pension Pulse

AUGUST 21, 2023

No doubt, investing in farmland takes expertise and I invite you to read Kent's earlier comment on my blog here to really appreciate the nuances. You can read an older comment on Canadian farmland Joelle published on my blog here. In the 2021-22 fiscal year, for example, only 54 million individual tax returns were filed.

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Assets Taxes Banks Portfolios 52