Description
In today's rapidly evolving financial landscape, staying ahead of shifting trends, legislation, and client needs is paramount for advisors seeking to provide unparalleled service and guidance. With this in mind, our Wealth Strategists have curated a series of insights designed to empower financial professionals to stand out from the competition by delivering value that transcends traditional asset allocation and portfolio management. During this presentation, we explore strategies to help grow your practice and assist clients with tax, estate, and retirement planning. Key topics include:
• Investor Insights: Key findings from our annual survey revealing investor concerns, portfolio positioning, cash trends, and fraud risks.
• Income Tax Changes: Overview of likely changes in the Tax Cuts and Jobs Act, focusing on how they may affect tax scenarios for clients.
• Wealth Transfer Strategies: Exploring the advisor's role in setting clear wealth transfer goals and ensuring effective client communication.
• Behavioral Coaching: Insights into investor behaviors during market downturns and strategies for educational support across diverse client bases.
• Retirement Income: Discussion on recent policy updates for retirement planning, highlighting new strategies for client advisement.
Learning Objectives
• Identify key concerns and trends in investor behavior, portfolio positioning, cash management, and fraud risk awareness.
• Apply findings from the latest annual survey to enhance client portfolio strategies.
• Summarize anticipated changes in the Tax Cuts and Jobs Act.
• Evaluate the potential impact of these changes on clients’ tax scenarios and create strategies to address them.
• Outline the advisor's role in establishing clear wealth transfer goals.
• Facilitate effective communication with clients to ensure smooth wealth transition.