Don’t leave digital assets behind in the cloud
When estate planning, people often focus on tangible possessions and may leave valuable digital assets behind.
Tag: LinkedIn
Social strategies to meet clients’ families
As trillions of dollars are expected to move from boomers to the next generation, advisors may consider using social strategies to meet the entire family.
Use LinkedIn to grow your IRA rollover business
Chris Hennessey shares several resources, such as the Worker Adjustment and Retraining Notification Act (WARN), to identify companies that are hiring and firing, and explains how to use LinkedIn to network for individuals who may be on the move and want to roll over their retirement assets or sell company stock. By law, employers with