The Software that Tells the Whole Truth about All Things Financial

Truth Tip: Comparing Taxable vs. Tax-Deferred Accounts

We received this excellent question from a Truth Concepts user this week: Q. I am trying to do a comparison between using a qualified plan and a non-qualified plan.  I understand pretty well how to use the Qualified Plan calculator, however I want to show an “apples to apples comparison” assuming everything else is equal i.e. ROR, management fee, etc., but with the… Continue Reading

How to Get 3 Leads a Day

How to Get 3 Leads a Day
Marketing and Lead Generation for Financial Advisors This week, we’re going to let Kate, our marketing gal, share what she has learned over 4 years of helping financial professionals with their marketing. Kate recently  implemented a content marketing strategy that helped my (Todd Langford’s) wife, Kim Butler, generate leads EVERY DAY in her financ… Continue Reading

The Stock Market: A Bubble About to Burst?

The Stock Market: A Bubble About to Burst?
Is Disaster Inevitable for Stock Market Investors? I ran across an interesting article recently on Forbes.com by economic analyst Jesse Colombo with some controversial and thought-provoking research on the matter. While many people are speculating (logically) that the stock market bull run can’t last forever, according to Colombo, the problem is potenti… Continue Reading

Truth Tip, Qualified Plan

To get spread sheet detail, turn on “term ins. and emp. cost” button. (This works whether or not you have term insurance or employee costs that you wish to add.) Close anytime (top left corner of spreadsheet) and to view again, click button again and then “inputs.”… Continue Reading

With Gratitude – Remembering Norman Baker

With Gratitude – Remembering Norman Baker
“Computers are smart but they have no imagination.” – Norman Baker It’s been just over 6 years since we lost Norman Baker unexpectedly at the age of 73. Norman was a truly great financial advisor, our partner in “telling the whole truth about money”, the co-founder of Truth Concepts, and our friend. This month as we focus even mor… Continue Reading

Want More clients? Effective Personal Branding for Advisors

Want More clients?  Effective Personal Branding for Advisors
Rahna Barthelmess is an expert in branding and personal branding and today’s guest blogger. She is celebrating the launch of her new book, Your Branding Edge: How Personal Branding Can Turbocharge Your Career with a virtual blog tour, and we are happy to host her.  Personal branding can help you get more clients more quickly, as Rahna shares in this post, “Wan… Continue Reading