Your Thriving Practice

In this month’s roundup, we’re sharing tips on how financial professionals can build their personal brand, offering insight into the mindset of Hispanic investors, and digging into discussions about charitable giving. Check it out below.

Explaining Secure Act 2.0: What you need to know about the new law

Now that Secure Act 2.0 is law, we revisited the topic over on the Your Thriving Practice podcast. We dive deep into the legislation and explain how it can help Americans save for retirement.

In this episode, we’re joined by Rebecca Plowman and Jason Berkowitz from the Insured Retirement Institute as well as Global Atlantic’s Bill Crane, who break down key parts of the bill and why it’s a gamechanger for both financial professionals and their clients.

Listen: What you need to know about Secure Act 2.0

5 Hispanic investors provide insight into a new market for producers

The Hispanic population in the U.S. is growing and estimated to have a combined buying power of more than $2 trillion. Despite this, they are less likely to work with financial professionals than other groups. To find out why, we talked with Hispanic sources, both immigrants and native born. Click the link below to learn more.

The growing wealth of Hispanic investors

Building your personal brand as a financial professional

There’s no denying it: competition among financial professionals can be fierce. So how do you stand out in a crowded field? You need to cultivate your personal brand and nail down what makes you unique. In the first of a two-part series, Tim Cook, co-founder of Keys & Kites, and Ann Hughes, executive coach and founder of the Female Affect, provide insight on how to establish your brand.?

A 5-step guide to establishing your personal brand

How to have rewarding conversations about charitable giving

There are many rewards surrounding charitable giving, yet all too often financial professionals and their clients may not discuss the important role of philanthropy. We help provide some clarity on the topic and explain how you can help your clients maximize their potential giving.

Charitable contributions: More than a tax write-off

Are Asian American savers too focused on accumulation?

Although Asian Americans are the wealthiest population group in the United States, they tend to be the least content with their current financial circumstances. In one of our latest articles focusing on diverse markets, we dig into how your Asian American clients may approach retirement planning.

Understanding how many Asian Americans approach retirement planning

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