Morning Memo
 
Wealth Management Morning Memo

MARCH 22, 2023

CLIENT RELATIONS

Mastering Effective Listening

Clients who think their advisor really hears what they’re saying tend to stick around for longer.

FULL ARTICLE

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WMRE COMMON AREA PODCAST

Exploring Tax-Advantaged Real Estate Options

Capital Square's Louis Rogers comes on the podcast to talk about 1031 exchanges, DSTs, Qualified Opportunity Zones and other tax-advantaged real estate options.

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MUTUAL FUNDS

You’re Facing a Big Tax Bill If You Hold These Mutual Funds

Even if the investments declined in value last year, you might still be on the hook for capital gains.

FULL ARTICLE

BUSINESS PLANNING

Four Common Practice Management Mistakes to Avoid

As advisors scale and grow their business, they constantly have to toggle between strategic, big picture thinking and tactical doing.  

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