06 Jul 2018
Posted by Randy Fox 
Every now and then the planets align in a certain way to create a unique moment in the galaxy. The same is true in the world of planning; a combination of sustained low interest rates, advances in technology and a few visionary leaders – we are in such a period. On these rare occasions, advisors have...
Read more →
29 May 2018
Posted by Tom Virkler 
One ancient source alluded to a basic agrarian principle to illustrate a point: Unless a grain of wheat falls into the earth and dies, it remains alone; but if it dies, it bears much fruit. Maybe financial advisors could take a lesson from it as well. Most clients would rather do something with...
Read more → 04 Dec 2017
Posted by CPS Insurance Services 
CPAs and Financial Advisors are fighting the same good fight – crafting strategies to give a client’s financial portfolio the competitive edge. An alliance with a CPA Firm can turn shared responsibilities into sales opportunities – especially when tax time rolls around. We have the top 5 questions...
Read more → 24 Oct 2017
Posted by Randy Fox 
When working with your clients on their financial and estate planning, there are a few things you need to find out about their philanthropy – or you’re missing a great opportunity to provide them with superior service. The Why – Why are they philanthropic? Use a legacy questionnaire conversation. The...
Read more → 19 Oct 2017
Posted by Randy Fox 
We’ve slipped into the fourth quarter of the year – both good and bad for those of us who work with families and their philanthropy. Good, because if a family wants to make a tax-deductible gift this year, they have less than three months to get it accomplished and so are compelled to make to decisions...
Read more → 06 Oct 2017
Posted by Randy Fox 
…the best kept secret in planning has been around since 1969. A strategy that completely eliminates capital gains tax, provides a gigantic income tax deduction, distributes all its income (maybe for three generations), and is completely legal. Sound too good to be true? Not this time. The lowly Pooled...
Read more → 19 Sep 2017
Posted by Randy Fox 
When we as advisors begin the process of learning who are new clients are, we often start with their balance sheets, their net worth statements, their insurance policies and employee benefits. While this tells us what they have, it doesn’t tell us who they are, what they want or what motivates them. As...
Read more → 12 Sep 2017
Posted by Randy Fox 
Among the many things an advisor must accomplish when working with a family is to get a deep understanding of who they are as people – their goals, dreams, values and beliefs. What drives them to do what they want to do? Who are they and how do they want to be seen, remembered and thought of? While...
Read more → 10 Aug 2017
Posted by Randy Fox 
Change is an inevitable part of life. As advisors, we witness this every day through our clients as they start new jobs, send their kids off to college, lose a parent or gain a grandchild. Change can be daunting – but viewed through a different lens, it presents opportunity to raise the questions about...
Read more → 20 Jul 2017
Posted by Randy Fox 
It is estimated that 30% of families with a net worth exceeding $10 million collect something – be it art, antiques, or classic cars. Often referred to as passionate assets, they represent both a challenge and an opportunity for advisors and their clients. Many enthusiasts don’t think of their...
Read more → 
