Josh Welsh

Josh Welsh
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Advisors urged to "take a look at their book" to tackle advice gap
YOUR PRACTICE PRACTICE MANAGEMENT AUG 01, 2024
Advisors urged to "take a look at their book" to tackle advice gap

Are you missing out on a loyalty premium by not helping enough clients with financial planning tasks.

Best estate planning bolt-ons for new RIAs
GO RIA BOLT-ONS JUL 30, 2024
Best estate planning bolt-ons for new RIAs

Advisors with a small- to medium-sized firm should consider bolting-on while larger firms can go in-house, Failla says.

Growth equity "an easy concept to grasp" for clients
INVESTING ALTERNATIVES JUL 30, 2024
Growth equity "an easy concept to grasp" for clients

Many people have hoarded cash and growth equity has attractive performance characteristics, advisors say.

Advisors want to "freeze time" rather than retire
RETIREMENT RETIREMENT PLANNING JUL 29, 2024
Advisors want to "freeze time" rather than retire

Advisors, ironically, aren't really interested in retiring but Dynasty Financial's Casey Jorgensen argues it's a fiduciary duty.

Effective marketing strategies for going RIA
GO RIA PRACTICE MANAGEMENT JUL 25, 2024
Effective marketing strategies for going RIA

Creating a personal brand, keeping an email list and using case studies can go a long way for a newly established RIA, marketing expert says.

The do's and don'ts of talking to clients
YOUR PRACTICE PRACTICE MANAGEMENT JUL 25, 2024
The do's and don'ts of talking to clients

How do you explain concepts without making people feel ignorant? Using the right language is what makes you a real advisor, says CEO.

How looming tax law change could affect ultra-high-net-worth
YOUR PRACTICE PRACTICE MANAGEMENT JUL 23, 2024
How looming tax law change could affect ultra-high-net-worth

With the Tax Cuts and Jobs Act of 2017 set to expire next year, clients want more estate planning advice.

Handling big tech outage requires personal touch
YOUR PRACTICE PRACTICE MANAGEMENT JUL 23, 2024
Handling big tech outage requires personal touch

When all systems shut down, what should you do? Advisors weigh in.

How important is maintaining quality data?
GO RIA PRACTICE MANAGEMENT JUL 22, 2024
How important is maintaining quality data?

Industry expert believes in-depth data reviews are vital to growing client base while advisor says certain data carries more weight.

"Leveling the playing field" for women divorcees
YOUR PRACTICE PRACTICE MANAGEMENT JUL 18, 2024
"Leveling the playing field" for women divorcees

‘Women are taking greater responsibility and becoming more informed,’ divorce-focused advisor says.