Merry Christmas, and a Financial Advisor Marketing Prediction for 2018

Merry Christmas!

This time of year is typically pretty quiet in the world of personal financial advice news. Yet it appears as though Donald Trump and our friends in DC won’t be letting that happen as we cruise into the new year.

Change is upon us. Tax reform is here. Regardless of how you, your clients, and the rest of the nation may personally feel about the bill, one thing is for certain: It presents an incredible opportunity.

In the world of financial advisor marketing, I’ve observed that there are marketing trends that take place. Those that are ahead of the trend benefit the most, those that ride the wave of the trend enjoy some success, and those that sit around and watch are left to wonder why everybody else is having success and they just can’t seem to make it.

Some blatantly obvious trends over the past years have been the fiduciary rule, Social Security maximization, and Roth conversions (a few years back). This year will be the year of tax reform. I know, I know … it’s not exactly a “bold” prediction.

Advisors who are early to educate their clients and their friends, along with the community they serve, will benefit immensely. The biggest catalyst for financial advisor marketing is change. And change is absolutely something we can say was delivered to us in the form of this tax reform bill.

The gun was just fired. The race has begun. Get out of the blocks.

All the best in the New Year,


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