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1 - 10of 114

Results: 114

Go to the next level by empowering clients and focusing on solutions image

Jamie McIntyre, CFP

Nov 1, 2024

Go to the next level by empowering clients and focusing on solutions

Cross-selling can naturally happen with clients when you ask more meaningful questions that reveal clients' true goals. This enables you to build trust and stronger relationships. In this video, learn more from Court of the Table member Jamie McIntyre about what questions he uses to uncover what clients value most. 

Jamie Golombek, CPA

Jan 9, 2019

Tax planning for high-net-worth clients

Golombek shares a variety of tax planning strategies based on Canadian law but also applicable in the United States. Topics include income-splitting tactics, estate planning, education planning and life insurance as an alternative to fixed income. Golombek goes into detail about philanthropy and corporate donations, specifically illuminating the No 1. missed opportunity in philanthropy high-net-worth individuals miss every day.
How regulation impacts what I can do with technology image

Simon D. Lister, Dip PFS; Jamie McIntyre, CFP

Jan 2, 2025

How regulation impacts what I can do with technology

The more advisors utilize video messaging, social media, and other areas of technology, the more they need to make sure they are maintaining compliance. In this episode, MDRT members share how they have benefited from technology in their practice while prioritizing all necessary regulations.

Novel and tested ways to connect with Centers of Influence

Ana Fanlo; Jamie Kong

Nov 3, 20234 min

Novel and tested ways to connect with Centers of Influence

Having a network that is not only wide but also deep can set you up for success, which is why many financial advisors in the Philippines seek to connect with Centers of Influence (COIs) to grow their client base.
Becoming “flawsome” as financial advisors

Hilda Manalo-Linaac; Ruben Ranin; Jamie Kong

Nov 3, 20234 min

Becoming “flawsome” as financial advisors

Despite personal flaws, financial advisors can achieve awesome productivity in their practice to propel their business and increase their value to their clients.
Having a surround sound of motivation

Manuel Antonio Paderanga ; Jamie Kong; Ruben Ranin

Dec 20, 20236 min

Having a surround sound of motivation

Who are the people surrounding successful financial advisors and how do they contribute to their continued success? 

Jamie Golombek, CPA

Feb 13, 20205 min

Does tax planning drive philanthropy?

Learn why people give back and how that may or may not pertain to tax planning.

Jamie Golombek, CPA

Feb 13, 20205 min

Tax planning for high-net-worth clients

Advance your understanding of tax rates and how they pertain to clientele at a particular income level.

Jamie Golombek, CPA

Feb 13, 20204 min

What high-net-worth clients are missing about education planning

Find out the best strategies for starting early with education planning and maximizing contributions.

Jamie Siminoff

Oct 18, 201951 min

Mission to disruption

Siminoff discusses his journey to success at Ring and shares secrets to succeed as an entrepreneur and innovator.