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The passive 1% AUM advisor may go the way of the "stockbroker" as technology threatens the profitability of existing business models. Can you compete against a robo-advisor's 25 bps portfolio? Sure you can. But you will need to revamp your value-add beyond just asset allocation advice.
The world's largest e-commerce company is poised to make waves in the U.S. with a record-setting IPO.
Advisor TalkingPoints: Prepare for client interactions with this week’s analysis reviewing a broad economic gauge, upcoming earnings season, a stronger dollar, and nervousness in the junk bond market.
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Savvy Tax Planning School for Advisors
With Jeffrey Levine, CPA/PFS, CFP®, CSW®, MSA and Debra Taylor, CPA/PFS, JD, CDFA
November 2-3, 2023
New York City
Liftoff! Financial Educator Marketing Coaching Program
8-Session Coaching Program
Begins October 11, 2023
The Discovery Meeting Workshop: Transform Your Discovery Process
October 23-24, 2023
Video Boot Camp Workshop
Exclusively for Master Members
Begins October 5, 2023
IRA Planning Workshop: SECURE Act Strategies for Guiding Clients Right Now
With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA
Begins November 9