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The SECURE Act Explained
- January 3, 2020
- Posted by: Grant Cox
- Category: Blog, Regulation, Retirement
No CommentsOn December 20, 2019, President Trump signed the “Setting Every Community Up for Retirement Enhancement Act” into law. Better known as the SECURE Act, the law makes several changes to rules governing workplace retirement plans …
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Investment Vehicles: Stocks and Bonds
- May 31, 2019
- Posted by: Grant Cox
- Category: Blog, Personal finance
Stocks and bonds are two of the most well-known ways you can invest your money…
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Who Plans for the Planner? Financial Advisors and Succession Planning
- April 12, 2019
- Posted by: Grant Cox
- Category: Blog, Business Development
It may seem ironic that financial advisors, many of whom make a living planning for their clients’ retirements, may not have a complete plan in place for their own retirement …
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Explaining the rise of independent financial advisors
- March 15, 2019
- Posted by: Grant Cox
- Category: Blog
Over the past few years, the financial services industry has seen an exodus of registered representatives from large wirehouse firms and other financial institutions to smaller, independent financial services firms …
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403(b) Plans: What Are They and Whom Are They For?
- October 23, 2018
- Posted by: Grant Cox
- Category: Blog, Retirement
If you or someone in your family has taught at a public school, you probably know what a 403(b) plan is. For everyone else, read on for the 411 on the 403(b) …
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LinkedIn for Financial Professionals: Tapping Your Network for Leads
- October 11, 2018
- Posted by: Grant Cox
- Category: Blog, Business Development, Marketing, Social Media
To continue with our social media theme, today we’re going to discuss how you can use LinkedIn to make your social media strategy even stronger …
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Using Facebook as a Financial Professional: Creating and Engaging
- October 9, 2018
- Posted by: Grant Cox
- Category: Blog, Marketing, Social Media
If you have a company Facebook page with information about your business, congratulations! You’re well on your way to becoming a Facebook aficionado …
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How to Show Clients You Care
- February 12, 2015
- Posted by: nextMarketing
- Category: Blog, Business Development, Marketing
Stuffed animals and heart shaped boxes have officially taken over grocery stores. With Valentine’s Day quickly approaching, show your customers you appreciate them by considering one of the following acts of kindness.