Colter Lewis

How can you win more clients with captivating proposals? The proposal is the first true touch point an advisor might have with a prospect and is the time to shine and demonstrate the value they can bring. So, it’s critical that advisors have a toolkit and strategy to highlight their strengths. Read more from Zephyr 👇🏻

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As always, Michael Kitces delivers candid remarks on the financial advice industry. Commissions and Advice were once a separate ballgame before The Great Convergence. It is overdue that they be separated again. We believe clients should be working with a fiduciary advisor who is fee only and not collecting commissions on top. Find out if your advisor is a fiduciary at Rainbook. #MICUS

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Are you a financial advisor talking to your clients about structured notes? According to Marc Premselaar, Senior Managing Director, Capital Markets at CAIS, “If you are not educating your clients on structured notes, someone else is.” Structured notes are increasingly being recognized by financial advisors as a means to target various investment objectives, help meet specific financial goals, address risk-reward profiles, and express market views. Access structured note resources and articles to learn more: https://lnkd.in/gX37buza #structuredinvestments #trends #financialadvisor

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The proposed rules are intended to provide a firmer regulatory framework, inclusive of definitions and explanations of how certain existing code sections should apply to #DonorAdvisedFunds entity types. Ariana N. Jordan, CPA provides insight. #AskMarcum #nonprofits

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One of our core values is "simplifying the complex." Here's why that's important to Wealth Architect Pat Phillips, CFP®: "I’ve been doing this long enough to have a few clients pass. Especially when the last in a generation passes away, I’ve seen that one of the greatest gifts someone can do is to simplify their financial lives and reaffirm their goals and intentions for the next generations regarding their estate. The loss of a loved one, especially the last in a generation, can be emotionally difficult for the next generation. If, however, the finances and personal effects are thoughtfully prepared and organized, it can provide immense relief and peace to their remaining loved ones. It allows them more space to remember and grieve versus getting distracted and burdened by financial complexities." #BuildingWealthierLives #wealthmanagement #wellbeing

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Every year, SouthCol Advisors works with clients to publish an Annual Stewardship Report. In addition to financial performance, the Stewardship Report helps clients understand the measurable impact of their portfolio. Thanks to partners including Envestnet, Inc and Breckinridge Capital Advisors, we can help clients quantify how their investments help amplify their work and their mission. SouthCol measures impact in five categories: Climate, Community, Conservation, Diversity, and Wellness.   If you would like a copy of the Annual Stewardship Report or are interested in learning more about how your institution’s portfolio can be invested to support its mission, please contact James W. Lumberg or Jeanne Elliott Enright.   #EmpoweringPortfolios #MissionInvesting #IMPACTInvesting #PowerYourMission #StewardshipReport #BCorp #CEFEXCertified

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Think of Prenups and Postnups as Financial Planning Tools Note: These contracts provide a clear framework for asset management and protection and are especially useful if you get married later in life. https://lnkd.in/dT7nV_dz #personalfinance #moneymanagement #taxplanning #prenups #postnups #married

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Instead of engaging clients in the process of building experiences, #wealthmanagement firms rely on input from advisors, many of whom are reluctant to share too much information with clients for fear of sowing confusion and unnecessary anxiety. Shifting the conversation from math to life experiences can be the answer. Read more about this and other trends: https://lnkd.in/ebyM73Ui #wealthtech #finserv

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The Final Regulations generally take effect on September 23, 2024, with a one-year transition period for certain conditions in the PTEs. The Final Regulations broaden who qualifies as an investment advice fiduciary and are designed to align ERISA’s fiduciary protections with reasonable retirement investor expectations of trust and confidence. To read more, please visit: https://lnkd.in/gsfvqSNr www.fintechlegal.io #financiallaw #privatefunds #investment #riskmanagement #fintech #departmentoflabor #usdepartmentoflabor

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📝 What documents are needed for probate? From Last Will and Testament to Estate Tax Returns, the process involves various legal filings and deadlines. Don't worry – we're here to help you prepare and file these critical documents efficiently. Let's make the probate process smoother together, call us at 281-218-0880 or schedule a strategy session at https://lnkd.in/gnG3xEBV #Probate #YourLegacyLegalCare

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Globe Advisor is excited to launch its newest section, Alternative Investments, which will provide registered readers with in-depth news, analysis, and practical information on trends happening within the alternative investments space and how advisors should be incorporating them within their high-net-worth clients' portfolios. We will explore specific strategies and themes within alternative investments, including the state of the liquid alternative investment funds market; private alternatives, such as private equity and private credit; real assets, such as real estate or infrastructure; alternative strategies such as those used in hedge funds; or non-traditional investment assets such as art, collectibles or cryptocurrencies.

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In this highlight clip from our recent webinar on Creative Financing, Morgan Veth, CFP ® gives an overview of some typical scenarios for creative credit. To watch the full replay of the webinar from Bogart Wealth's LEARNING SERIES, please click here: https://lnkd.in/gR62ErQY

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