Q1 PMG Meetup: Atlanta, GA
By Practice Management Group on Feb 17, 2026
At the end of January, we held our Q1 Practice Management Group meetup just outside Atlanta in Kennesaw, Georgia. Over two days — January 29th and 30th — nearly three-quarters of our member firms were in the room. About 14–15 advisors attended out of roughly 20 total reps, which is ex …
Sometimes the Biggest Obstacle to Growth Is You
By Practice Management Group on Jan 26, 2026
Recently, we heard from an advisor we work with after a dinner we had together. He wanted to share what had changed once he finally implemented several recommendations we had been discussing for quite some time. The results were immediate.
Windfall Elimination Is Gone — Did You Use It to Serve (and Grow) Your Practice?
By Practice Management Group on Jan 12, 2026
The Windfall Elimination Provision was eliminated over a year ago. The real question is: did you talk to your clients about it? Did it show up in: Your client newsletter? Prospecting emails or letters? Educational YouTube videos? Facebook or LinkedIn posts?
2026 Planning: Stop Being a Producer and Start Building a Business
By Practice Management Group on Jan 06, 2026
Happy New Year. The start of a new year is always a natural time to reflect. What worked? What didn’t? Did you hit your personal and professional goals — or simply stay busy? As you evaluate your business coming out of 2025 and look ahead to 2026, there is one decision that matters mo …
Year-End RMDs and Roth Conversions: Why Your CRM Should Be Doing the Heavy Lifting
By Practice Management Group on Dec 17, 2025
As we enter the final stretch of the year, many firms discover the same problem — their team is scrambling to confirm that required minimum distributions (RMDs) and planned Roth conversions actually got done. This is avoidable. But only if you stop relying on memory, spreadsheets, and …
Employment Agreements for Advisors: Why They Matter — and How to Structure Them
By Practice Management Group on Dec 08, 2025
When advisors think about employment agreements, many assume they’re optional — something to get to “eventually.” In reality, these agreements exist first and foremost for your advisors. They provide clarity, set expectations, and outline exactly what happens if and when you decide to …
Did You Tell Your Clients They Could Put $70,000 into Their 401(k)?
By Practice Management Group on Nov 12, 2025
Why Didn't You? Most advisors know the familiar 401(k) limits: $23,500 for employee deferrals, plus a $7,500 catch-up for those 50 or older. Some have caught the latest update that allows an even larger catch-up: up to $11,250 for ages 60–63.
Maximizing 401(k) Contributions: The Overlooked Opportunity
By Practice Management Group on Oct 27, 2025
When we think about 401(k)s, most advisors focus on two things: helping clients capture the company match and exploring whether Roth 401(k) contributions make sense. Those are great starting points — but they’re far from the full picture. The truth is, most clients can contribute far …
What Shohei Ohtani Can Teach Us About Securing Future Income
By Practice Management Group on Oct 20, 2025
With the World Series approaching, many of us are watching closely to see who will face the Los Angeles Dodgers. And while champions will rise and fall, one name continues to capture the attention of baseball fans and financial professionals alike: Shohei Ohtani.
How I Took a Month Off and Still Closed $13.2M in New Assets
By Practice Management Group on Oct 16, 2025
It’s been a little while since our last blog post, and that absence was intentional. Over the past month, I’ve been traveling. Not checking in from the road. Not taking calls between excursions. Fully away from the day-to-day operations of my practice.