The Big Beautiful Bill Passed...Now What?
By Practice Management Group on Jul 23, 2025
The Big Beautiful Bill Passed...now what? A lot of opportunities with your existing clients, but just as important, your prospects. Hopefully, you are already talking with your clients about how the bill impacts them. Over the next few posts, we'll dive a little deeper into what impac …
A $2.5M Scam: What Every Advisor Needs to Watch For
By Practice Management Group on Jul 15, 2025
Being a fiduciary doesn’t just mean managing portfolios—it means helping protect your clients from threats they may never see coming. Today’s scams are increasingly sophisticated, emotionally manipulative, and convincingly real. Here’s what happened to one client, and what you should …
The Big, Beautiful Bill Has Passed: Now the Real Conversations Begin
By Practice Management Group on Jul 09, 2025
The big, beautiful bill has passed. So what happens now? With the passing of the new tax legislation, many advisors are wondering what this means for their planning conversations—both internally and with clients. It’s a prime moment to align your team and proactively reach out to the …