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.
Turning Your Clients Into Your Best Marketing Source
By Practice Management Group on Aug 21, 2025
Why Referrals Still Win If you want predictable, sustainable growth, there’s no better source than referrals. They’re cost-effective, high-quality, and built on trust. Yet many advisors miss the opportunity because they don’t have a system in place.
Why You Need More Than One Marketing Iron in the Fire
By Practice Management Group on Aug 19, 2025
Across the industry, annuity sales are down. Workshops, radio, TV — attendance and engagement are down, too. Many advisors are feeling the pinch as traditional marketing efforts just aren’t producing like they used to. The reasons vary — market cycles, economic uncertainty, client hes …
Preparing to Serve Retiring Federal Employees: A Strategic Opportunity for Advisors
By Practice Management Group on Aug 15, 2025
The coming months present a significant opportunity for financial advisors: more than 100,000 Federal Employees are expected to retire and become eligible to transition their retirement accounts. For advisors focused on growth and efficiency, this is an ideal time to engage with this …
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 …