FPA Business Hub

Guide

Thursday, November 9, 2023 Commonwealth

Create Successful Connections Using Client Personas

Personalize your marketing strategy to attract and retain the clients you want to serve.

Guide

Tuesday, November 7, 2023 Finance of America Reverse, LLC

Financial Advisor's Guide to Reverse Mortgages

With loans up to $4 million*, leveraging home equity allows clients to use one of their most powerful assets to improve their financial path and take a more holistic approach to retirement.

Guide

Thursday, November 2, 2023 Universal Financial Consultants

7 Reasons Business Owners Use Premium Financing To Retain Capital

Retaining capital is a fundamental strategy for business owners because it plays a pivotal role in fueling growth and securing a company's financial future.

Guide

Friday, October 13, 2023 Universal Financial Consultants

How to Defer Capital Gains Taxes and Have a Bank Pay Them Instead

Many successful individuals have assets that have appreciated significantly, and are looking for a structured approach to deferring capital gains taxes.

Guide

Wednesday, August 23, 2023 Commonwealth

7 Key Risks to Avoid in Your Financial Advisory Practice

Clear a path to long-term success with actionable tips to help you evaluate your firm’s potential liability.

Guide

Monday, August 14, 2023 Asset-Map

The Financial Advisor’s Digital Audit Checklist

Your website serves as the introduction to your business and is typically how prospects find you online. Make a good first digital impression with our checklist and build strong relationships with your clients, while converting prospects into customers.

Guide

Friday, August 4, 2023 Advisory Alpha

The Ultimate Guide to Starting Your RIA

Starting your own RIA may not be the best fit for your situation, but for some, the associated benefits could add significant value to their practice and clients. Find out if it's right for you and if it is, how to do it!

Guide

Monday, July 31, 2023 Asset-Map

7 Marketing Best Practices for Your Firm

Marketing = Brand recognition and educates potential customers about your services, ultimately leading to higher sales. You may offer the newest products and exceptional customer experience but if no one has heard of you, then how will you be successful?

Guide

Monday, June 26, 2023 Allworth Financial

Transition Planning: The Integrator and Aggregator Difference

Choosing a partner for the next phase of your business just might be one of the most personally complex decisions of your professional life. When seeking a transition, knowing your options can help save you time, energy and money.

Guide

Tuesday, June 13, 2023 Asset-Map

Where Does Your Firm Rank?

Understanding the most memorable stages of your clients' journey is the first step to building a better practice. Use this worksheet to learn how your firm ranks when it comes to delivering a best-in-class customer experience.

Guide

Tuesday, May 30, 2023 Commonwealth

Identifying Inflection Points in Your Business

Whether you run a solo practice or a multiadvisor firm, if you’re looking to take your business to the next level, it may be time to take stock of where you are and decide if you’re at a critical growth juncture.

Guide