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In this Swift Chat video conversation, Marie Swift of Impact Communications speaks with Victor Gaxiola, co-founder of TechGirl Financial. The topic: How communications have changed for financial advisors and their clients due to the coronavirus lock-downs and why TechGirl Financial decided to double-down on their communications.
In this Swift Chat video conversation, I speak with Joe Lukacs, founder of Magellan Mastermind & Network. We discuss client communications and marketing financial services in a digital world where so many more people are working from home, seeking good information and advice, and feeling the stress that has come with the COVID-19 lock-downs.
Joe and I talk about the best ways for advisors to "create their own economies" during these challenging times -- and beyond. How the ACP System™ Reduces Anxiety – for Advisors and Their Clients – During Market Downturns5/4/2020
In this Swift Chat video conversation, I speak with financial advisors Hannah Basil Bryant, CFP®, and Chip Simon, CFP®, who explain how the ACP System™ helps advisors maintain their client base (and their revenue) and why their clients feel safe and secure through market downturns, even during the current worldwide health and financial crisis.
Reviewing Tax Returns Can Help Financial Advisors Reassure Clients and Find Planning Opportunities4/13/2020
Providing insights on tax strategies could be especially helpful for financial planners and their clients right now. No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Reviewing tax returns and providing advice on related planning opportunities can set you apart from the competition. And the good news is that you, as a professional financial advisor, don’t have to become an expert in every little bit of the new and ever-evolving tax code. Nor do you have to maintain a spreadsheet of your own. Now, with the advent of Holistiplan, you can focus more on advising your clients and reassuring them that you are watching out for them, not inputting data and crunching numbers the old fashioned way.
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