Katie Kuehner-Hebert
Bank Inv. Consultant
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Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
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Past articles by Katie:
5 strategies to help clients minimize taxes
Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches. → Read More
Why conducting routine valuations can prep firms for a sale
This can help show what is working well and what needs to be enhanced or revamped. → Read More
Building awareness and credibility by becoming a thought leader
Writing articles for media outlets is one way to stand out in a competitive marketplace. → Read More
Steal to win: How bringing in advisers from competitors boosts a practice
An alternative to acquiring an advisory firm, this strategy might also net books of business. → Read More
Steal to win: How bringing in advisers from competitors boosts a practice
An alternative to acquiring an advisory firm, this strategy might also net books of business. → Read More
Pro bono work attracts appreciative clients
Doing good can build relationships and loyalty, so don’t be shy about publicizing your practice’s efforts. → Read More
Pro bono work attracts appreciative clients
Doing good can build relationships and loyalty, so don’t be shy about publicizing your practice’s efforts. → Read More
How working can boost Social Security payout
Although some income is withheld, benefits can be higher down the road. → Read More
Keep your practice simple, but compelling
Set expectations for the engagement process and then stick to them, and be personal. → Read More
Bring facts and figures home to clients
In order to effectively convey advice, demonstrate knowledge of the specific situation. → Read More
Tough choice when going independent: RIA or BD affiliate?
Should advisers opt for better platform options or losing back-office and administrative tasks? → Read More
Using online tools to shape retirement targets
Once clients form concrete goals, some discover they need to shift their financial plan → Read More
Using online tools to shape retirement targets
Once clients form concrete goals, some discover they need to shift their financial plan → Read More
Sizing up online retirement calculators
They should ask about age and health and also sources of income, living expenses and assets. → Read More
Sizing up online retirement calculators
Consider factors like age and health, plus sources of income, living expenses and assets. → Read More
Smart-beta market-cap strategies: The next generation
These options can outperform under the right circumstances → Read More
Making the case for rebalancing
The practice can seem counterintuitive to clients. Here’s how to break through their resistance. → Read More
Prepare clients emotionally for sound retirement budgeting
Suggesting the rule of thumb of cutting expenses by 30% may not go over well. → Read More
Stealing Base by Stealing Advisors
Do it first and do it right, or another firm may poach your people. → Read More
Tales From the Trenches: Forging Ahead With M&A
Advisory firm mergers and acquisitions can be fraught with danger, so proceed with caution and keep these goals in mind. → Read More