Morning Memo
 
Wealth Management Morning Memo

DECEMBER 29, 2021

The Top Estate Planning Story of 2021: Estate Tax Implications from a Democratic President and Congress

Legislators took aim at the estate and gift tax exemption to help finance their lofty social safety net proposals.

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Client Relations

My Life as a Client: A DIYer Finds a Balance

A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Link Moser of Laudon, NH, who runs Windhill Design, a digital marketing agency.

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Podcasts

Advisor Innovations: Mark Bruno on Billion-Dollar RIAs

David Armstrong and Mark Bruno talk about what’s fueling the growth of the most aggressive RIAs in the market and what that means for RIAs who are poised to join in the frenzy.

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FASTCHAT VIDEO

Going Independent Just Got Easier

Watch as Kimberly Sanders, SVP, Business Development - LPL Strategic Wealth Services and Mike Ashworth, Advisor, Ashworth Financial Group, discuss going independent and how LPL Strategic Wealth Services fully integrated program is designed to help you with every step of the move to independence.

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Client Relations

Three Steps to Improve Client Satisfaction in 2022

Focus your end-of-year conversations on asset location, client experience and responsible trading.

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