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Managing Your Practice

Editor’s Note: This is part II of a two-part series. Part I is available here.  Generation Z is looking ahead and shows a healthy regard and respect for their financial future, long-term. Studies show that they have a strong interest in financial literacy, saving and employer-provided retirement... READ MORE
With winter winding down and people itching to get out of their houses, how about helping your clients scratch that itch and have an outdoor client appreciation event?   One activity that has had great success is providing golf lessons for your clients who either golf, or would like to learn how... READ MORE
Editor’s Note: This is part of the Advisor Alley series, brief, bi-weekly articles that provide a quick read about activities that other advisors, like yourself, are engaging in to serve their existing clients and prospect for new clients in this ever-changing environment in which we are all... READ MORE
Which is better? It depends! That’s the verdict from an industry insider who compared and contrasted the two in a June 29 session of the 2021 NTSA Summit.  “A vexing issue,” said Mark Heisler, CEO of ADMIN Partners, LLC, of the question. Not only that, he said, it is “probably the number one... READ MORE
The education sector of the retirement plan market is in a period of marked transformation, and an expert panel in a June 28 session of the 2021 NTSA Summit offered their insights on these trends and what they mean.  David Lewis, Executive Director of the Association of School Business Officials (... READ MORE
Have you registered for the NTSA Virtual Summit? If not, this week is your last chance! This year’s sessions will include:  The state of the retirement markets — hosted by Mr. 403(b)! Using retirement funds to pay for living expenses during hardship. How to attract, motivate, and retain... READ MORE
Technology serves, and it also drives change. A recent NTSA webinar focused on the ways technology is changing the industry and the new environment it is creating for financial professionals.  “We’re told that this is a contact sport,” said presenter Toni E. Whaley, a financial planner with... READ MORE
Your sales advisors are about to head out to do business. What would you tell them? Following are some responses from heads of practices and experienced advisors regarding their words of wisdom to those in the field.  Knowledge They emphasized the importance of knowledge. “Be an expert in... READ MORE
In Segment III of the 18th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 Elite Advisor Christina Winters, founder, CEO and President of Creating and Managing Wealth, LLC. They discuss her road to community service and fundraising. In Segment II, NTSA Past... READ MORE
Workforce agility is vital to the future success of organizations, but agility gaps are widespread, according to the results of a new survey focused on how companies are rethinking their human capital strategies in response to the COVID-19 pandemic. Globally, 84% of survey respondents view... READ MORE
In Segment II of the 17th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor Joe Avallone, President of U.S. Retirement Planning Associates, Winter Springs, FL. They discuss Avallone’s business model, marketing efforts and more.   In Segment I of the... READ MORE
In Segment I of the 17th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor Joe Avallone, President of U.S. Retirement Planning Associates, Winter Springs, FL. They discuss Avallone’s business and background.   READ MORE
These months have been difficult for everyone. What we have to realize is that nobody has been unaffected by this pandemic. Everyone says they have never been through something like this. Unless you are over 100 years old and witnessed the Spanish Flu, this is a very true statement.   During this... READ MORE
NTSA is always providing information and insights that will be valuable to its members! Following is information about NTSA webcasts.   Recorded Webcasts   NTSA webcasts are recorded! Following are NTSA webcasts that are available.     Race and Equality in School District   Available Until... READ MORE
The NTSA offers an exclusive series of podcasts—the NTSA Elite Advisor WOWcasts—recorded by NTSA Elite Advisors, sharing insights on ways to build, expand and enhance your practice. NTSA Elite Advisors are the “best of the best” — excelling in advocacy, practice management and leadership. Their... READ MORE
First, I would start by saying it has been a struggle, not everything comes easy—even for Elite Advisors. But we persevere and figure things out. That is what makes someone elite. Much is the same during this pandemic.   I continue to serve my clients by making outreach calls, I called every... READ MORE
In accordance with the NTSA Leadership Council’s commitment to support and provide information concerning business opportunities—especially in this time of challenges posed by the pandemic—the NTSA Advisor will be featuring a new series that will appear in each edition.   Especially as the new... READ MORE
Following are some tips concerning distributions of benefits.   Prepare and maintain distribution notices and elections. Provide distribution forms to participant, including the 402(f) notice for rollover information. The IRS provides language periodically for a 402(f) notice, also referred to... READ MORE
All public educational institution employers that sponsor a 403(b) plan must have a written plan that must contain certain mandatory provisions and may contain other optional provisions.   Employers must have adopted a valid 403(b) plan no later than Dec. 31, 2009, which conformed to the... READ MORE
The NTSA is offering an exclusive series of podcasts — the NTSA Elite Advisor WOWcasts — recorded by NTSA Elite Advisors, sharing insights on ways to build, expand and enhance your practice. NTSA Elite Advisors are the “best of the best” — excelling in advocacy, practice management and leadership... READ MORE

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