The Advisor Institute

What if we could adjust your approach to prospecting calls to reduce the likelihood it feels like a sales call? Many advisors we work with have a straightforward path in mind when making prospecting calls.

We speak with many advisors who believe the April swoon was likely a small dose of the kind of volatility to expect in the days ahead, yet few have taken many steps to act upon their predictions.

How long do clients have to prevent a recurrence of an unpleasant income tax filing? The short answer is "the rest of the year." Therefore, if a taxpayer discovers under-withholding in May, there are only seven months to correct it before year-end.