8 Articles! Beware what you owe! 12 reasons to call in December! Why advisors should have long lives! More!
?Eight articles!?Which is your favorite??Please let me know in the Comment section below!
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Do clients want to hear from you in December when they are busy with the holidays??Yes, if you are asking some of these questions.
12 Questions to Ask Clients in December ThinkAdvisor (12/14/21)
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Many people ran up big debts when interest rates were cheap.?Rates might rise, stocks might fall, life goes on but the debt doesn’t go away.
Why Cheap Credit Is a Financial Planning Concern AccountingWeb (12/13/21)
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Here’s a scenario you might encounter duting the holiday season, complete with how you start the conversation.
An Insurance Agent and A Business Owner Walk into a Bar BenefitsPro (12/13/21)
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It sounds like a strange question, but the ways an advisor could make life easier for a client’s heirs and survivors shows the value you bring to the relationship.
Would You Want Your Advisor to Outlive You??Advisorpedia (12/14/21)
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Many charities ask for money in December.?Many clients write a check or hand over cash.?There are many other ways they can give.?Some have enormous tax advantages for the donor.
How Your Client Can Give to Charity Financial Advisor (12/14/21)
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Remember those Christmas themed calendars with 24 little doors??These little doors reveal 24 great reasons to sail away in December.
The Advent Calendar: 24 Reasons to Take a Holiday Cruise AllThingsCruise (12/4/21)
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Many people who love to cruise are staying home right now.?Here are a few gift ideas to get them thinking optimistically about 2022.
Six Great Holiday Gifts For Your Cruise Loving Friend AllThingsCruise (12/10/21)
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The cruise industry has left the dock and set sail again.?COVID is a major concern.?On a recent cruise the precautions in place made us very comfortable.
COVID Protocols on Our Holland America Rotterdam Cruise AllThingsCruise (11/30/21)
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