Wavelength Financial @wavelengthFW
Provider of user-friendly, results-oriented financial content for the financial services industry. Visit us at https://t.co/CyVmUdXzUB. wavelengthfinancial.com Walnut, CA Joined January 2017-
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Jay Coulter, CFP® & .. @sjaycoulter
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According to IRS publication 17, taxpayers must include on their forms “income from illegal activities, such as money from dealing illegal drugs.” nbcnews.com/business/taxes…
Does your accountant work for you....or the IRS? If they're not actively presenting you with strategies to lower your tax bill to the minimum, then they are NOT working for you. Taxes will be your number ONE expense over your life if you're successful. Learn how they work.
More clients making wealth transfer plans a family affair buff.ly/3vmlnUS
Powell today reminded me of myself as a teenager telling my mom I would clean my room "over time"
#AnnualReviews are an excellent opportunity for #Advisors to: ✅Nurture Financial Clients ✅See what's changed in their lives ✅Update info, beneficiaries, goals... ✅Discover opportunities + earn Referrals Be prepared - they'll thank you for it! 💚 👉shorturl.at/ltvT3
Dr. Kerry Johnson shares 12 words that will "put a more persuasive zing into everything you say, advertise and write. When you use these words, prospects will become more intent and remember more of your message." @AdvPerspectives advisorperspectives.com/articles/2023/…
Advisors - isn’t it easier/faster/cheaper to simply pick up the phone and start networking, rather than pray for the “magic lead fairy” to arrive on your doorstep? @FinAd_IQ financialadvisoriq.com/c/4430794/5718…
Websites are not #LeadGeneration machines Drive traffic there to generate leads financialadvisoriq.com/c/4417854/5718…
Writing is how you find good ideas, and not just a way to express the good ideas you already have. Wise words from @morganhousel.
Reminder
This is a reminder to secure your financial accounts as well as protect against identity theft and fraud. Remember to: 🔒Use strong passphrases or passwords 🔒Set up multifactor authentication 🔒Keep account alerts turned on #CybersecurityAwarenessMonth investor.gov/introduction-i…
Advisors, 2024 is about building an "owned" audience: > Own email: it's the key to prospect relationships. > Build FANS, not followers: an audience that cares & you care back. > Understand + educate: earn loyalty by serving your ideal clients. What’s your word for 2024?
"Owned" audience = our word for 2024 ✨ An owned audience actively engages with your content, trusts your expertise & cheers you on. They're not names on a list — they’re raving fans. They're the lifeblood of your business. #BeYourOwnLoud
Advisors, 2024 is about building an "owned" audience: > Own email: it's the key to prospect relationships. > Build FANS, not followers: an audience that cares & you care back. > Understand + educate: earn loyalty by serving your ideal clients. What’s your word for 2024?
Treasury auctions can give us clues to the health or problems of the entire US financial system. But what are those clues and how can you tell? Time for a Treasury 🧵👇
I've input 100+ tax returns for high net worth clients as an associate I've reviewed dozens more alongside talented CPA's I get paid to teach tax planning to aspiring CFP's Today seemed like a good day to expose bogus "tax strategies" and outline legitimate tax planning 🧵
There are dozens of questions we can ask in the first meeting. But there's only ONE we've found that makes it easy for clients to share their biggest fears/concerns around money. It's based on a mental model I learned from Charlie Munger. Inversion Thinking contd 👇
My husband, @ProfRyanRussell has been battling cancer for 17 months Today, we officially had to start hospice Our hearts are broken. Yet on his 41st birthday last week, I got to tell Ryan his dream came true- he officially is a published author ❤️ a.co/d/fodmKrd