Finance Industry Content

4 Signs It’s Time to Hire a Financial Advisor

Every one of us who spends years saving and building a nest egg does so with the purpose of either using the money during retirement, leaving it for family when we pass, or donating it to causes we believe in. Regardless of which category you might fall into, it is important to understand how to not only protect your money but increase its value as well. Many of us, however, don’t have the time or the experience to maximize the value of our savings. Instead of risking your hard-earned money doi

Personal Finance Terms to Know Before Retirement

As you near retirement, it is common to become more concerned with your savings and investments. Unfortunately, unless you are a finance professional, some of the terminology that is often thrown around can be quite confusing. Coupled with the ever-changing stock market, fluctuations in interest rates, and unlimited investment options, and the thought of growing your nest egg can be daunting. At The JL Smith Group, we want you to feel comfortable with how your money is being invested. That is w

Tax Credits and Deductions You May Be Eligible For

It’s that time of year again when peoples’ hands start to get sweaty as they try to locate their W2s. It’s tax season. The thought of flipping through countless documents while figuring out which box to check on your tax forms can be enough to drive someone crazy. But the good news is that we are here to hopefully help you save a little time, energy, and maybe even some hair. Now tax season doesn’t have to be something that makes you feel nervous or uneasy. With proper planning and preparation

Estate Planning | The JL Smith Group

For many people, estate planning is a sensitive topic that they try to avoid. Truthfully, it isn’t easy to think about what will happen to your estate or assets when you pass away. This is why estate planning today requires more than just a will to protect your needs and wishes. Estate planning today needs to take into account unnecessary tax obligations while ensuring your intentions are clear so that survivors or heirs are not left confused and upset. Without proper planning, important forms

3 Signs It’s Time to Hire Your Next Rainmaker

You have probably heard the term “rainmaker” thrown around before when discussing sales or growth with other advisory firms, but what is a “rainmaker?” Often, a rainmaker is an advisor who is brought into a firm to secure more clients and/or increase the company’s overall revenue. Looking around at your current team, you probably already have a rainmaker or two in your office, so how do you know when it is time to hire another? Below, we outlined three signs it’s time to hire your next rainmak

Client Retention Strategies for Financial Advisors

How often have we heard the expression, “Clients are the lifeblood of the business, treat them well and they will take care of you.” Odds are, every one of us has heard it at some point in our financial advising career, either from a manager or on our favorite podcast. As cliché as this saying may be, there is a great deal of truth behind it. For a financial advisor to be successful, they need to be able to increase their client retention rate. The retention of existing clients should be one o