Sofia Martins
Why Delaying Social Security Benefits Isn’t Always The Best Decision
When deciding on the optimal age to claim Social Security benefits, conventional wisdom – backed by much of…
Adding Hard-Dollar Value For HNW Executives By Guiding Them In Negotiating For More (Equity) Compensation: #FASuccess Ep 455 With Emily Shacklett
Welcome everyone! Welcome to the 455th episode of the Financial Advisor Success Podcast! My guest on today's podcast…
Associate Advisors, 9 Ways To Stand Out In Your First 90 Days
Starting a new role as an associate advisor can be exciting – and nerve-racking. The onboarding period, which…
Weekend Reading For Financial Planners (September 13–14)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the…
Converting A Primary Residence Into Rental Property: Tax Strategies To Preserve Gain Exclusion, Defer Gain Recognition, And Leverage Deductible Expenses
For many homeowners, moving to a new residence is a straightforward process of selling one home and buying…
Turning Abstract Behavioral Finance Research Into Practical Tools To Better Client Outcomes: #FASuccess Ep 454 With Dr. Daniel Crosby
Welcome everyone! Welcome to the 454th episode of the Financial Advisor Success Podcast! My guest on today's podcast…
8 Black Women Financial Experts You Need To Know
Black women are rising—leading as the fastest-growing group of entrepreneurs in the country. A major part of this…
Fix These 7 Common Money Mistakes To Reach Your Goals
Let’s be honest, some of the most damaging money habits don’t feel like mistakes at all. In fact,…
Weekend Reading For Financial Planners (September 6–7)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the…
The RIA Custody Rule: Understanding Hidden Triggers That Create Compliance Risks
Safeguarding client assets is one of an RIA's most fundamental duties – and a core focus in state…
Improving Efficiency By Turning Client Meetings Into Working Sessions So There Is Less Follow-Up To Manage: #FASuccess Ep 453 With Becky Walsh
Welcome everyone! Welcome to the 453rd episode of the Financial Advisor Success Podcast! My guest on today's podcast…
RightCapital Introduces Prospecting Tool For Narrower Financial Plans (And More Of The Latest In Financial #AdvisorTech – September 2025)
Welcome to the September 2025 issue of the Latest News in Financial #AdvisorTech – where we look at…
Weekend Reading For Financial Planners (August 30–31)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the…
The Risks Of AI Meeting Notetakers: Evaluating Accuracy And Data Privacy In Tools
For financial advisors, maintaining accurate and comprehensive client meeting notes has long been a core – albeit time-consuming…
Growing From $200M To $1.4B In 5 Years By Spending 15% Of Revenue On Marketing (That Still Works): #FASuccess Ep 452 With Gabriel Shahin
Welcome everyone! Welcome to the 452nd episode of the Financial Advisor Success Podcast! My guest on today's podcast…
