NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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While millennials in general may not be hot prospects, the young adult children of your clients are another matter. If you want to keep managing that money once it is passed to the next generation, then you need to start making millennial marketing part of your strategy.
With the December 31 deadline fast approaching, work with clients on making timely retirement account transactions. Review QCDs, RMDs, Roth IRA conversions, and SEPP payments as needed to leverage IRA opportunities and avert additional taxes.
Horsesmouth Essential: It’s a touchy subject, but walking clients through a life expectancy analysis is the best way to ensure they will have enough money to live their later years in comfort and ease.
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The AI-Powered Financial Advisor
Begins October 16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025