Presentations (10)
LOW-COST TAX DEFERRAL www.trustamerica.com INVESTMENT-ONLY VARIABLE ANNUITY Taxes are a critical part of the wealth management equation. By locating certain assets in tax-advantaged investment vehicles, financial advisors can help clients reduce taxes over time and potentially enhance overall performance by 100 basis points or more. This approach can keep more money compounding in...
ADVISOR INSIGHTS | JANUARY 2016 MARKET DOWNTURN WHAT TO COMMUNICATE TO CLIENTS IN TIMES OF MARKET TURMOIL Markets are roiling and stocks are off to their worst start to a New Year in history. With oil prices plunging and the Chinese stock market causing a global sell-off, clients may become increasingly agitated as they see their investment performance declining. Concerned investors can easily...
CUSTOMER STORY: AN RIA PARTNER WITH THE FLEXIBILITY TO ADAPT TO YOUR SPECIFIC BUSINESS NEEDS AN INTERVIEW WITH JEFF SHELTON, PRESIDENT, AND DAN EASLEY, CHIEF OPERATING OFFICER, AT SHELTON FINANCIAL GROUP, INC. “ Managing portfolios is significantly easier and more efficient with TCA. Dan Easley | Chief Operating Officer, Shelton Financial Group, Inc. ” should be more of a...
CUSTOMER STORY: HOW TO INCREASE EFFICIENCY AND BUILD A MORE SCALABLE PRACTICE AN INTERVIEW WITH MARTY KURTZ, CEO & FOUNDER, ERIC KIES, PRESIDENT, MATT SIVERTSEN, VICE PRESIDENT AND ANDREW SIVERTSEN, LEAD FINANCIAL PLANNER, OF THE PLANNING CENTER “ Trust Company of America has allowed The Planning Center to ” be more efficient and build a more scalable...
ADVISOR INSIGHTS | JANUARY 2016 BUILDING A MEANINGFUL BRAND AS AN RIA How to achieve success by defining your WHY, HOW, WHAT and WHO A brand is essential to the success of any business — it’s the key to differentiating yourself. The best brands are unique, meaningful and creative. They break through the noise created by the competition, as well as the public’s...
ADVISOR INSIGHTS | JANUARY 2016 5 WAYS TO BOOST YOUR PRODUCTIVITY AS AN RIA If you’ve read many RIA publications, you’ve probably noticed that “AUM” (assets under management) steals the headlines. But would you rather have twice the AUM, or twice the bottom line? It’s not just about getting more clients — it’s about becoming...
ADVISOR INSIGHTS | JANUARY 2016 WORKING WITH REPS: 4 BEST PRACTICES FROM TOP TAMPS It’s a basic business tenet: you can only grow so quickly doing everything yourself. When you can scale effectively, that’s when you start seeing real returns. It’s no different in the TAMP world. And that’s why you need to be selling through others if you want to really...
ADVISOR INSIGHTS | January 2016 PAPERWORK MISTAKES: 7 Ways to Stop Losing Money on NIGO As a financial advisor, you’ve probably had to deal with the frustrations of not-in-good-order (NIGO) paperwork — especially if you work with multiple RIAs or reps. But do you realize what a huge cost it could be to your business? Not only is it a drain on your valuable time, but it also...
ADVISOR INSIGHTS | JANUARY 2016 5 RIA MYTHS ABOUT MODELBASED TRADING In our conversations with RIAs, we’ve noticed some widespread misconceptions about trading with models (or strategies) — and we’d like to take the time to dispel them. When done correctly, model-based trading can be an incredibly powerful tool for any RIA, so don’t fall victim to these...
SECURITY MEASURES www.trustamerica.com HOW WE PROTECT YOUR INFORMATION At Trust Company of America, we take our role as custodian seriously, providing several layers of state-of-the-art protection for investors and their employee training to help protect investor assets and ensure the integrity of our end-to-end security. THREE PILLARS OF DIGITAL SECURITY • Channel protection. We...
