Get Tax Savvy

SSN Marketing Business Development, Marketing

SSN has a long history of supporting experienced, tax-savvy and entrepreneurial-minded financial planners who also crave organizational simplicity within their businesses. If you are interested in learning how to differentiate and grow your practice by boosting your ability to serve clients’ tax planning needs, we encourage you to visit: www.joinssn.com/tax-savvy

Six Critical Broker-Dealer Questions for Transitioning Advisors

SSN Marketing Business Development

Six Critical Broker-Dealer Questions for Transitioning Advisors By Simon Hoyle, Director of Business Development Broker dealer ownership, size, compliance, and technology impact our practices like never before.  Industry shifts have placed high advisor priority on stability.  Focus on these make or break components to secure the optimal experience for you and your clients. Who owns the broker dealer? This may …

The Fees-able solution to the DOL Conundrum

SSN Marketing Business Development, DOL

The Fees-able solution to the DOL Conundrum By Simon Hoyle, Director of Business Development Will DOL add costs to your practice that feel like penalty fees for continuing to do right by your clients? Yes it will. Adding salt to the wound – advisor compensation is being squeezed like a Florida orange grove. What are you going to do about …

How to Maximize your Followers’ Experience on Social Media

SSN Marketing Business Development

How to Maximize your Followers’ Experience on Social Media By Simon Hoyle, Director of Business Development Let’s face it, every action has a positive or negative reaction. Everything we do is a step forward or a step back. If you’re like me, you analyze your activity on social media regularly. The experts encourage patience, and for the most part we …

How to Get Your Clients on the DOL Bus

SSN Marketing Business Development, DOL

How to Get Your Clients on the DOL Bus By Simon Hoyle, Director of Business Development I’ve run across a few resources explaining how to position the DOL fiduciary rule with clients.  An existing sentiment paints winds of change, neither good nor bad, simply dissimilar.  And here we are staring into the face of the biggest set of regulatory re-writes most of us will ever experience! The Investment …

Is your B/D Ready for the Post DOL Smackdown?

SSN Marketing Business Development, DOL

Is your B/D Ready for the Post DOL Smackdown? By Simon Hoyle, Director of Business Development Like it or not DOL is knocking at your door and you may not have the chips and dip served yet.  To put it simply we’re at an inflection point in the industry largely due to the convergence of industry maturation and a hairy …