Female clients of wealth management firms often have different circumstances behind their financial planning needs. Some are breadwinners and business owners, while others are at-home family caregivers. Some worry about paying college tuition, caring for an elderly family member and managing household finances. Nearly all put their families’ needs ahead of their own.
Effective August 1, 2013, the long-established, highly regarded firm of Schoenfeld Mendelsohn Goldfarb LLP (SMG) has merged into the firm of Janover LLC with offices in Garden City and Manhattan, New York.
E-mail is one of the most widely used marketing tools. But with so many marketing e-mails out there, it takes skill and practice to cut through the clutter. Here are a dozen tips that will help you do just that.
We've all heard the expression "content is king." Well, when it comes to marketing, that's becoming all the more true, according to a presentation about inbound marketing at the 2013 Association for Accounting Marketing Summit.
For the majority of firms in the tax, accounting and financial advisory business, your well-worn, trusted client base of baby boomers is preparing to “blow out” and apathy toward younger generations of clients has left you without a “spare.”
The Financial Services Institute was founded to give a voice in Washington to Independent Broker Dealers and Independent Financial Advisors, and also to help ensure that all individuals continue to have access to competent and affordable financial advice, products and services delivered by a robust profession of independent financial advisors and independent broker dealer firms.
With merger mania heating up in the accounting world, it's likely most firms are either being eyed or are ogling another firm to achieve growth or, in some cases, to achieve a combination of growth for some partners and succession for others.
Do you value your clients? Are you doing everything you possibly can on their behalf? Do they view your firm as a leader in the community? If you’re not answering yes to all of these questions, then it’s time to start thinking about hosting a client seminar.
One way we can help our client investors possibly avoid financial catastrophes and achieve greater returns with less volatility is to encourage them to diversify their portfolios properly. The notion of diversification isn't new but clients don’t always have the knowledge of how to diversify.
Current events can often dictate wealth advisor behavior, particular when it comes to the prospect of becoming an independent advisor. With financial markets riding high and tax season behind us, many CPA firms that sat on the sidelines are now re-engaged and looking for new ways to boost their bottom lines and explore the growth component our industry: wealth management.
For ten years, Joe Evers, a CPA who owns a small practice in Phoenix, Arizona, attempted to work more proactively with his clients, but he was never able to move his firm in the direction he was hoping for.
Thirty-four percent of US small businesses and fifty-five percent of midsized businesses say they expect their staffing levels to remain the same in 2013, according to a hiring forecast by Sage North America.
Following up on the success of his popular High Impact Excel session, this time around David H. Ringstrom, CPA turns his attention to pivot tables. In one hour you'll learn how to whip unwieldy data into shape, and then quickly build meaningful reports by dragging and dropping with your mouse. David will also discuss techniques for improving pivot table data integrity. Detailed handouts with numbered steps will be provided for a variety of Excel versions.