Client Life Management - Engagement as Business Alpha

Bill Hortz's picture

[Looking across the industry, there is a growing movement of advisors wanting to differentiate themselves by employing a more holistic, private wealth, or family office business structure that deeply embeds their services into the client's fin

Innovations in Tax Management

Bill Hortz's picture

[2022’s market volatility after a lengthy bull market brought awareness of the need for better tax management capabilities into focus for advisors and their clients.

Modernizing Estate Planning for Financial Advisors

Bill Hortz's picture

[Having a holistic financial business model and product/servicing offering can be a very competitive and engaging way to grow your business, but it requires you to become “proficient” in areas beyond investment management, like estate planning

Integrating Wealth Management and Tax Planning

Bill Hortz's picture

[Especially with year-end tax planning season now under way, many advisors and financial planners recommend that it is vital to go beyond just “tax planning” to consider the entire wealth balance sheet to capture all the benefits and opportuni


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