clients

Values, Purpose, Action: A 3-Part Approach To Establish A “Statement Of Financial Purpose” And Unlock Deeper, More Meaningful Planning Conversations With Clients – Go Health Pro

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Values, Purpose, Action: A 3-Part Approach To Establish A “Statement Of Financial Purpose” And Unlock Deeper, More Meaningful Planning Conversations With Clients – Go Health Pro

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. Today, the industry has evolved further, with a growing emphasis on aligning financial decisions with clients’ personal priorities and … Read more

Marsh Promotes Lang, Aronson, Rouse in Placement Strategy; Chubb Expands Merna’s Role to Include Multinational Clients – Go Health Pro

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Marsh Promotes Lang, Aronson, Rouse in Placement Strategy; Chubb Expands Merna’s Role to Include Multinational Clients – Go Health Pro

Marsh Makes Global Senior Leadership Appointments Christopher Lang Marsh, a business of Marsh McLennan, named Christopher Lang as digital leader, Marsh Specialty and Global Placement. In this newly created role, Lang leads Marsh’s digital global insurance placement strategy. Dan Aronson Lang has spent the last 30 years at Marsh in various placement leadership roles, most … Read more

#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby – Go Health Pro

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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby – Go Health Pro

Welcome, everyone! Welcome to the 409th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Travis Hornsby. Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting … Read more

Quantifying (More Accurately) The Real Impact Of A Financial Advisor’s Costs On Their Clients’ Nest Eggs – Go Health Pro

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Quantifying (More Accurately) The Real Impact Of A Financial Advisor’s Costs On Their Clients’ Nest Eggs – Go Health Pro

While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid. Though in practice, while a 1% AUM fee is a common ‘starting … Read more

Alternative Minimum Tax (AMT) Planning After TCJA Sunset: Preparing Clients To (Re)Encounter AMT After 2025 – Go Health Pro

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Alternative Minimum Tax (AMT) Planning After TCJA Sunset: Preparing Clients To (Re)Encounter AMT After 2025 – Go Health Pro

Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative Minimum Tax (AMT), which TCJA restructured so that it applied mainly to a select number of upper-income households. But with the anticipated sunset of TCJA in 2026 and the reversion to the pre-2018 AMT rules, … Read more

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