Archives September 2021

Current Mortgage Rates

Today’s mortgage rates can have a huge impact on how much you pay for your home. Where a competitive mortgage rate can help you lower your monthly housing payment, overpaying for a home loan can leave you paying more interest than you should.

Fortunately, mortgage rates today are considerably lower than they were just a …

Client Testimonials: Leveraging The New SEC-Acceptable Marketing Practices To Connect With New And Existing Clients

Since the 1970s, the Securities and Exchange Commission (SEC) has prohibited Registered Investment Advisers (RIAs) from using client testimonials in their advertising. While their rules were intended to protect consumers by preventing advisors from showcasing only the best investment results of a few select clients, two major developments in recent years have necessitated reforms of …

Weekend Reading for Financial Planners (Sept 25-26)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a look at the recently filed “Petitions For Rulemaking” that XY Planning Network submitted to the SEC regarding the separation of brokers and advisors, which would require brokers offering financial planning services (or delivering financial plans to their …

Gaining Better Understanding of Client Personality, Attitudes, and Values Using Psychometric Assessments

Financial advisors have used various personality assessments with their clients for decades as a way to identify risk tolerance and to make the right asset allocation decisions. With the growing focus on financial psychology in recent years, though, many advisors have sought to better understand their clients’ behaviors and biases around money, with the ultimate …

#FA Success Ep 247: Systematizing How To ‘Deliver Massive Value’ To Charge What You’re Really Worth, with Matthew Jarvis

Welcome back to the 247th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Matthew Jarvis. Matthew is the owner of Jarvis Financial, an RIA in Seattle, Washington that manages $240 million for 170 households.

What’s unique about Matthew, though, is his ongoing focus on increasing the overall efficiency and …

Home Warranty vs. Home Insurance

There are plenty of required expenses to cover when you’re a homeowner, and home insurance is just one of them. But, you may also be offered a home warranty when you buy a home — either to purchase yourself or as a complimentary benefit for the home you’re buying.

If you’re a new homeowner, this …