Mastering Tax-Loss Harvesting for Optimal Returns
By Lucas Felbel, CIMA® Director, Portfolio Services As Thanksgiving descends upon us in the U.S., Canadians (myself included) celebrated the holiday in mid-October, coinciding with the final farmers’ harvest. Simultaneously, the financial world experiences its own harvest season in October, Tax-Loss Harvesting (TLH) season. As we approach the conclusion of 2023, financial advisors engage in […]
An Insightful Journey through Financial Planning and Enduring Life Lessons
Unlock Knowledge and Intentionality with 16 Invaluable Books By Craig Morningstar, Chief Operating Officer In the realm of financial planning, a multifaceted tapestry of wisdom and principles intertwines with the intricate nuances of individual aspirations and financial landscapes. It is a discipline where monetary artistry meets the profound spectrum of human experience. And where practitioners […]
Creating a Sales Culture Centered on Client Experience
5 Behaviors to Keep Top of Mind By Steve Kulesza, CFP®, Chief Business Development Officer When most people think of sales, they think of a simple transaction of a product or service for the exchange of money. Meet a potential buyer, show them your product or service, provide a fair price and close the deal. […]
The Importance of Culture for the Client Experience
By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management Culture is everything. I recently talked about culture on Orion’s The Weighing Machine podcast, and it got me thinking. Here, in place of today’s Dynamic Market Update (which will resume in two weeks), I’d like to explore the topic of culture as it relates to […]
Growing Your Practice? 5 Key Considerations when Selecting a Partner
The following is the first of a two-part series on partnering for success. Whether you’re looking to partner with a like-minded advisor, seeking to connect with other businesses to maximize referrals or outsource to a professional services firm to take your practice to the next level, choosing the right partnerships can be a win-win. Growing […]
The Value of Intergenerational Planning and Engaging Next-Gen Clients
In October, members of the Dynamic team attended Priority Financial Group’s (PFG) fifth annual Connect Conference at the JW Marriot Desert Ridge in Phoenix. This year’s theme, “Intergenerational Planning: A Blueprint for the Future,” focused on helping advisors understand the critical role intergenerational planning plays in both their clients’ success and their own. Along with […]
4 Unique Products (and Insights!) to Solve HNW Client Complexities
In the world of high-net-worth (HNW) clients, wealth advisors understand the need for customization and personalized service based on their clients’ specific needs. As Dynamic’s Investment Management capabilities have grown, so too has a specialty area in evaluating complex client situations and delivering simple solutions for HNW clients. Along with building custom strategies which could […]
Delivering Tax Managed Investing Solutions to Affluent Investors
Ask any wealth advisor that serves high-net-worth (HNW) clients, the No. 1 challenge that comes up for their affluent investors is, none other than, taxes. Oftentimes, these clients are in high tax brackets and may live in high-tax states, not to mention staying current on ever-evolving tax codes and passing on wealth to the next […]
It’s Not a Parlor Trick
By Dan Solin FREE Ask Online Course for Dynamic Advisors! When you meet with a prospect, how important is it that you engage them? I’ve asked that question hundreds of times. Everyone gives me the same response: It’s very important. Then I ask: What does that mean to you? The most common response: I want them to be […]
M&A Journeys: Continuity vs. Succession
It’s no secret the wealth advisor population is aging with nearly one-half of current advisors age 55 and over. For advisors in this age group who had already begun to think about and plan for the future of their practice, COVID-19 has accelerated their efforts, raising more questions than ever before. When it comes to […]
