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SEPTEMBER 17, 2021

ESTATE PLANNING

What Planners Need to Know About the Build Back Better Act

Stephen Liss

Proposed legislation provides both estate planning threats and opportunities.

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REAL ESTATE

How Real Estate Fits into One Wealth Manager’s Aim to Help Affluent People of Color Build Generational Wealth

Beth Mattson-Teig

V. David Russell recently joined MGO Private Wealth in Dallas to grow the firm’s focus on entertainment, sports and media professionals.

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SPONSORED CONTENT

For Referrals, Cultivate Your Close Network

Sponsored by Raymond James

Leverage existing community connections to bring in new clients.

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BUSINESS PLANNING

Three Techniques to Break Unproductive Habits

Kevin Nichols

Eliminating bad habits will save you time, which you can then devote to productive ones such as growing your business.

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MICHAEL KITCES' #FASUCCESS PODCAST

Charlotte Geletka's Family Business Succession Plan

Michael Kitces

Silver Penny Financial's Charlotte Geletka details her journey buying her father's financial advisory firm.

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SPONSORED WEBINAR

Best Practices of a Data-Driven Wealth Management Leader

Sponsored by Sage Intacct

In this webinar on Sept. 21st, our presenters will discuss first-hand accounts on how to become more data-driven and strategic - without increasing operational costs or headcount. Learn how to dramatically reduce financial consolidation time to minutes, gain real-time insights, and more.

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