Your Thriving Practice

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Holiday gift guide for financial professionals

30 holiday gift ideas for your clients

Show your clients how much you appreciate them this holiday season. Check out some suggestions for the perfect gift.

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What’s Trending

A mix of our most popular, timely and relevant insights

Practice Management

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Organize,

Strategize

& Energize

Practice Management

How communication style impacts your business

In this episode of the Your Thriving Practice podcast, we dive into Message Mapping, a new workshop from Global Atlantic Consulting, and how financial professionals can have better conversations about annuities.

22 min listen

Practice Management

Building the next generation of financial pros

There is a looming threat of a financial professional shortage.

5 min read

Practice Management

Plan and host effective meetings

We’ve all been in challenging meetings. Learn how to plan and host effective meetings that can help your business thrive.

5 min read

Practice Management

Building a strong referral network

Generating referral business may be key to the success of financial professionals, but it can be a challenge. Find out how to potentially grow your referral network.

5 min read

See more Practice Management

Advanced Markets

Spotlight

Essential

Questions

Answered

Advanced Markets

IRS 1040 tax forms and retirement

Your clients’ tax forms may provide an opportunity to discuss annuity and retirement plans. We’ve highlighted some of the best conversation starters.

5 min read

Advanced Markets

Stretching income across multiple generations

Anyone looking to develop a multigenerational income strategy may want to consider a single premium immediate annuity. We take a closer look at why.

3 min read

Advanced Markets

How the gender pay gap affects retirement for women

The pay gap presents unique retirement challenges for women. Share this with your clients to illustrate how annuities may be able to overcome some of the hurdles.

2 min read

Advanced Markets

How Secure Act 2.0 helps women

Secure Act 2.0 includes some provisions that may be especially beneficial for women. Find out how and learn more about this major piece of legislation.

5 min read

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Expert Insights

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Ideas,

Inspiration

& Success

Expert Insights

China and the potential impact on your clients’ portfolios

The Chinese economy has been making a lot of headlines lately. We spoke with KKR’s Henry McVey about how this may impact your clients’ portfolios.

5 min read

Expert Insights

Common questions about investing in AI

Is AI worth investing in? It depends. Learn about the potential risks and upside to see if it is right for your clients’ portfolios.

3 min read

Two people struggling to keep their credit score low.

Expert Insights

Maintaining credit scores in retirement

You may not think retirement could impact your clients’ credit scores, but lifestyle changes can have an effect. Learn how you may help them adjust.

5 min read

Expert Insights

Preparing your clients for layoffs

Layoffs have hit multiple industries hard. Learn how you may prepare your clients for layoffs and how you may help them navigate this challenging period.

5 min read

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Multicultural Markets

Spotlight

Work with

Diverse

Clients

Multicultural Markets

Digital nomads and the future of work

Working with clients who live abroad presents challenges. Learn how financial professionals can best serve so-called digital nomads.

5 min read

Multicultural Markets

Working with multigenerational households

There is a higher rate of multigenerational households in the Hispanic community compared to the general population. Find out how this may present an opportunity.

5 min read

Multicultural Markets

The growing wealth of Hispanic investors

Why aren’t more Hispanics working with financial professionals? Five investors offer their perspective and provide eye-opening insight.

6 min read

Multicultural Markets

U.S. Hispanics and their approach to saving

Your Hispanic clients have different cultural influences when it comes to retirement planning. Make sure you’re ready to address their experiences.

5 min read

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