SMART ADVISOR MARKETING

A practical conversation about marketing for professional financial advisors. Not intended for consumers.

Entries Tagged as 'Taxes'

MAJOR YEAR END MARKETING OPPORTUNITY!

November 5th, 2007 · No Comments

“Taxable Payouts on Many Funds Are Set to Surge” was the Wall Street Journal headline. The article goes on to say that “Some fund experts predict this year’s mutual fund distributions will be the highest ever, despite the summer market turmoil.” They say, “Last year, mutual funds paid out $250 billion in capital-gains distributions, the […]

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Tags: Taxes · Build Your Market · Credential · Marketing · Selling