A Word of Caution for RMDs
|
Similar Posts
Are Your Client’s Accounts Up-To-Date?
Imagine getting a call that one of your clients has passed away and during the process of going through their accounts to distribute monies, transfer accounts and setup beneficiary IRAs, it’s discovered that the beneficiary listed on the account passed some time ago. Or that the beneficiary field was left blank or worse, the beneficiary was never changed after a divorce. Can you imagine how distraught the ‘would be’ beneficiary would feel?
- Account Adminstration | Business | Delegatation | Entreprenuership | How to delegate | How-To | Many hats | Organization | Outcourcing | Thinking Outside The box | To Do List | Virtual Assistant
Are You Wearing Too Many Hats?
Are you wearing too many hats? Most Advisors are! When advisors come to us they realize that they are wearing too many hats and want to delegate as much as they can but don’t know where or how to start. If you’re an advisor feeling that same way, you may find today’s article helpful. It…
5 Signs That You Need A Financial Virtual Assistant
What are three tasks you could assign to an assistant this week if you had one? And, what would YOU do with the extra time you’d gain? If just thinking of having extra time in your schedule brings you a sense of relief, that might be your first sign! Over the years, we have spoken…
- Back Office Support | Business | Financial Virtual Assistant | Mobile | mobile meetings | Online scheduling | Practice Management | Regus | Social Media | Technology | Thinking Outside The box | Value-added | Virtual Office | What Advisors are saying
Growing Trend – Advisors Are Going Mobile in a Big Way!
Do you dream of taking off to Europe for the summer or planning a month long missions trip to India or a faraway place but are worried about leaving the office for that long? It’s no secret that hiring a virtual assistant can free up your time from having to hire, train and maintain an…
- Account Adminstration | Breach | Client Updates | Custodians | Dual Authentication | Equifax | Fidelity | Fraud | Pandora's Box | Password | Processes | Questions | Restrictions | Schwab | Security | TD Ameritrade
Pandora’s Question
An Advisor of ours posed the question, “In light of the Equifax issues, have we experienced any problems with opening new brokerage accounts?” My immediate response would have been, “Negative” just because I hadn’t been having any problems with accounts. But to be certain that the accounts I have been working on were not the…
The Importance of Keeping Clients Records Up To Date
Imagine getting a call that one of your client’s has passed away and during the process of going through their accounts to distribute monies, transfer accounts and setup beneficiary IRA’s, it’s discovered that the beneficiary listed on the account passed some time ago. Or that the beneficiary field was left blank or worse, the beneficiary…
