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Advisor Funnies: The jaw-dropping escape skills of the octopus, plus a little more seaside amusement.
Advisor Funnies: Yes, it is now actually possible to control Netflix with your mind. Plus, Gods of the Internet Pantheon and saving some souls.
Your clients may not want to talk about it, but they need to think about who they would trust to manage their finances in the future if they are unable to. Are you prepared to guide your clients in appointing a Power of Attorney?
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025