Kitces & Carl Ep 160: Calming Clients With Anxiety About Trump Tariffs And Trade Wars – Go Health Pro

Kitces & Carl Ep 160: Calming Clients With Anxiety About Trump Tariffs And Trade Wars – Go Health Pro

Whenever the markets become ‘scary’ due to current events, advisors can anticipate calls from anxious clients wondering what to do next. These clients are often in fight-or-flight mode, which can make it difficult to have a rational discussion or a productive conversation about their financial plan. And if an advisor jumps straight to data – … Read more

Estate Planning In The Digital Age: Why Digital Assets Are A Critical Part And How To Help Clients Address Them – Go Health Pro

Estate Planning In The Digital Age: Why Digital Assets Are A Critical Part And How To Help Clients Address Them – Go Health Pro

Historically, estate planning centered on tangible documentation – wills, account access, and critical information stored in safes or files, with clear instructions for heirs. However, as assets and personal information have become increasingly digitized and moved online, ensuring smooth access to digital accounts has become increasingly complicated. Digital assets range from email accounts and social … Read more

Lawdragon names eight BGL attorneys among the top 500 Leading Plaintiff Consumer Lawyers for 2025, recognized for reaching justice on behalf of clients who experience violations of consumer rights. – Go Health Pro

Lawdragon names eight BGL attorneys among the top 500 Leading Plaintiff Consumer Lawyers for 2025, recognized for reaching justice on behalf of clients who experience violations of consumer rights. – Go Health Pro

Brown, Goldstein & Levy is proud to announce that eight BGL attorneys have been named as 2025 Lawdragon 500 Leading Plaintiff Consumer Lawyers. The attorneys recognized are Monica Basche, Eve Hill, Neel Lalchandani, Andy Levy, Anisha Queen, Jamie Strawbridge, and Jessie Weber. When clients experience violations of consumer rights, the attorneys at Brown, Goldstein & … Read more

Kitces & Carl Ep 159: When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor – Go Health Pro

Kitces & Carl Ep 159: When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor – Go Health Pro

New financial advisors often start with below-market fees – sometimes to build confidence that prospects will actually pay, other times to attract clients quickly and establish a base. But as the firm grows, so does an advisor’s skill set and the demands on their time. And while new clients often come in at higher fees, … Read more

Graduating Clients The Right Way: A Thoughtful Approach To Sustainably Transition ‘Small’ Clients To On-Demand – Go Health Pro

Graduating Clients The Right Way: A Thoughtful Approach To Sustainably Transition ‘Small’ Clients To On-Demand – Go Health Pro

Early in a firm’s life cycle, a founder might take on nearly any client (and their fees) just to generate enough revenue to ‘keep the lights on’. However, as the firm grows, some of those early clients may no longer be profitable to serve – especially if they generate lower fees than newly onboarded clients. … Read more

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