AI Advantages
By Practice Management Group on May 06, 2026
AI is no longer just a buzzword—it’s rapidly becoming the driving force behind the next era of innovation, reshaping industries with a speed and sophistication that’s hard to ignore. What once felt futuristic is now embedded in everyday financial decision-making.
IRS Scam Alert
By Practice Management Group on Apr 28, 2026
Important Notice for Clients: Stay Alert to IRS Scam
Let Us Answer Your Taxes Questions
By Practice Management Group on Apr 08, 2026
It is that time of year - are you ready to file your own taxes?
It’s ADV Season — Don’t Just “Update” It
By Practice Management Group on Mar 10, 2026
This time of year, most firms go through the motions of updating their ADV. But this isn’t a paperwork exercise. It’s a risk-management exercise.
Total Impact Kickoff 2026 – Kennesaw, GA
By Practice Management Group on Feb 20, 2026
In January, Mike Canet presented at Total Impact Kickoff 2026, hosted by The Impact Partnership in Kennesaw, Georgia — a week-long event attended by nearly 300 advisors. The focus: tax strategy.
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 …