Financial best practice lists
Six Financial Best Practices for Year-End 2020
November 29, 2020
Share this 818-word piece with clients and prospects to offer six financial best practices for year-end 2020. This year's selection is based on some of the changes that took place in 2020, including charitable giving tax breaks, general tax-planning opportunities, altered lifestyle planning considerations, and more.
Categories: Advisor role/value, Article, Financial best practice lists, Financial planning, General audience, General letter/email, Listicle, Philanthropy/giving, Risk management, Tax planning
Six Financial Best Practices for 2020
December 8, 2019
Share this 869-word piece with clients and prospects to offer six financial best practices for 2020. This year's selection is based on some of the changes that took place in 2019, including TCJA tax tips, zero-commission stock and ETF trading, and more.
Categories: Advisor role/value, Article, Client experience, Economics, Evidence-based investing, Financial best practice lists, General audience, Listicle, Philanthropy/giving, Security, Wealth management
Six Financial Best Practices for 2019
December 17, 2018
Six financial best practices encouraging investors to ignore market volatility and take practical steps toward enhancing their financial well-being. Use this piece as is to share with prospective clients, or modify it slightly for client use. This piece represents the second in an annual series, potentially pairing well with "Ten Financial Best Practices to Jump-Start Your New Year," published in December 2017.
Categories: Advisor role/value, Article, Client experience, Estate planning, Financial best practice lists, Financial planning, Listicle, Prospect-focused, Scary market insights, Security, Wealth management
Ten Financial Best Practices to Jump-Start Your New Year
December 18, 2017
Use this 1,050-word list of ten financial best practices for prospecting and public education about basic retirement planning, risk management, estate planning, budgeting, debt management, investing and more. A call to action at the end invites readers to be in touch with you for an exploratory conversation. Tailored for U.S. readers, this piece can be readily revised to apply elsewhere.
Categories: Advisor role/value, Financial best practice lists, Financial planning, Listicle, Prospect-focused, Retirement planning