Wilson Hand LLP

Being a part of our Strategic Partner program helps you grow your business. Our program provides Wilson Hand's team with expertise, networks, and resources. Collaborating with us helps you access guidance on financial management, proprietary and innovative tax mitigation strategies, strategic planning, and cutting-edge technologies. Our aim is to help you enhance your credibility, establish an additional revenue stream, increase your business opportunities, and improve market positioning. Last year was a record-breaking year, and we are positioning our strategic partner program to grow even larger this year. Check out our Unlocking Opportunities blog post here on LinkedIn. We would love to reserve a seat for you at the conference table. #UnlockingOpportunities #KnowLikeTrust #StrategicPartners #BusinessBuilding

Many families face the difficult reality of Alzheimer's disease or a similar degenerative brain disease. While the diagnosis itself is a significant challenge, it's crucial to consider the future well-being of your loved ones. Our blog post explores the importance of estate planning in these situations. Learn how proactive steps can protect your assets and ensure your family's needs are met, even when you can no longer make decisions yourself.

Strengthen Client Solutions & Earn Revenue: Partner with Wilson Hand Do your clients seek comprehensive financial solutions? The Wilson Hand Strategic Partnership Program empowers you to offer them tax-reduction strategies alongside your existing services. It's a win-win: Your Clients: Gain peace of mind with personalized tax planning that secures their financial future (mention specific benefits like legacy planning, long-term goals). You: Increase Client Value: Become a trusted advisor by offering a holistic approach to their financial well-being. Boost Retention: Address their tax concerns and build stronger, longer-lasting relationships. Generate Revenue: Earn a 10% referral fee and 5% on sub-broker referrals. Grow Your Practice: We provide training materials and marketing resources to effectively promote our services. We believe empowered individuals create a stronger economy. Our program helps them retain control over their assets and reinvest in their businesses, fostering community growth. Visit our website to explore more. https://buff.ly/3xZf7Uk #StrategicPartnership #TaxPlanning #FinancialWellness #ClientSuccess

The Go-Giver philosophy is one of the most powerful approaches in business today. It emphasizes the importance of creating value and building relationships and offers a unique perspective on how to meet the needs of others in a way that benefits you. Contrary to the traditional focus on control, the Go-Giver approach stands out by prioritizing the continuous addition of value throughout the process. It's about asking insightful questions, actively listening, and keeping the conversation centered on the other party, not just your own agenda. The classic sales process culminates in the "close." 🌠 The Go-Giver focuses on the "open." People typically think of sales as a talking business. 🌠 The Go-Giver spends less time talking and more time listening. Conventional sales focus on the presentation, which is how you talk about your service. 🌠 The Go-Giver asks excellent questions and keeps the conversation focused on others. Living generously leads to happier and more fulfilling lives and more business success. By embracing the principles of giving, you create a rising tide that lifts all ships, not just your own or your clients. Nurturing the Go-Giver mindset is more than just a good idea; it's practical and makes business sense. The Go-Givers are among the most successful people in the business world. #RelationshipBuilding #ClientRetention Click the link in the comments below to learn how to Unlock New Opportunities with Wilson Hand's #StrategicPartnershipProgram and surround yourself with #GoGivers.

That's not the light of an oncoming train it's The Great Wealth Transfer. Are You PREPARED for a new roster of HNW clients? The upcoming Great Wealth Transfer isn't just a distant event; it signifies a significant change in financial planning. Older generations, especially baby boomers, require more financial advisors and succession planning has become crucial. Forming strategic partnerships is essential in anticipation of a shortage of advisors and the transfer of $84 trillion to younger heirs. Embrace Wilson Hand's program now to effectively navigate these demographic shifts. #FinancialPlanning #Succession #WealthTransfer #RetirementCrisis #WealthManagement #StrategicPartnerships

Are You READY FOR IT? The global economic landscape has seen a significant upturn in 2023, leading to a remarkable increase in the high-net-worth population and wealth as highlighted by the Capgemini Research Institute's report in early June 2024. THE CHERRY-ON-TOP: The number of individuals possessing $1 million or more in investable assets surged by 5.1% to 22.8 million, with their total wealth growing by 4.7% to $86.8 trillion. The trend that started in 2022 has now been reversed, bringing high-net-worth growth back to a positive trajectory. Moving into the third quarter of 2024, the number of HNWI individuals is steadily increasing, along with a consistent growth in their financial assets. #HNWI #WealthGrowth #ClientRetention 👇🏻 See the comment section for LINK to learn more about the 5 Services Ultra-Wealthy Clients Want👇🏻

Bullish or Bearish? What is your take as we move into 2024 Q3? The RIA and Retail Investor Market Outlook Study from Schwab Asset Management is out. Financial advisors and retail investors have differing outlooks on the market's second half. According to a recent study, advisors are more optimistic about the economy in the coming year compared to retail investors. The BIG Concerns? Investors are focused on political events and global tensions. Advisors are more apprehensive about inflation. The Survey: Conducted between April 18 and May 13 Three Hundred-plus participants This data provides valuable insights for investors and advisors alike. Click the link in the comments to learn about the major eight survey findings, with some comments from the CIOs. #MarketOutlook #InvestmentTrends #Bullish #Bearish

A Stress-Free Sales Approach? 🎵 Music to my ears... tell me more! 🎵 By adopting a Sales Approach that prioritizes a stress-free experience, you can effectively demonstrate your worth to both existing and potential clients. The Stress-Free Sales Method means handling inquiries professionally, conducting informative calls, thoroughly exploring client needs, devising tailored financial strategies, and transparently discussing fees. This approach aims to attract ideal clients by showcasing expertise confidently. Enhancing your sales process can lead to more successful client engagements. #SalesApproach #ClientEngagement #WealthManagement #FinancialPlanning For more details on refining your Stress-Free Sales Approach, please check the link below for additional insights. ↘️

To achieve remarkable success, one must embody qualities of innovation, meticulous planning, and unwavering dedication. It's not just about survival; it's about thriving in your field. By leading with inspiration, clarity, and a strong work ethic, you can conquer your industry. Envision your goals, push beyond boundaries, and be prepared to adapt swiftly. Your journey toward monumental success begins with being a creative leader and a persistent executor. Take a cue from Napoleon Bonaparte and learn from his powerful lessons. #SuccessStrategies #LeadershipLessons #NapoleonBonaparte The link to Napoleon Bonparte's 15 Business Lessons is in the comment section below.

The impending retirement of nearly 40% of financial advisors in the next decade poses a significant challenge for the wealth management industry. This demographic shift is occurring at a time when the demand for financial services from clients, particularly the baby boomers is at its peak. The industry is facing a shortage of replacements, creating a potential crisis in meeting the needs of clients. Addressing this issue is crucial to ensuring the continued success and stability of the wealth management sector. Is your practice positioned to take on an influx of new clients? Do you have the right people in the right seats? Do you have the best strategies available to solve the problems of these new clients and keep their current wealth intact and, better yet, growing? If you can confidently answer "yes" to the question above, GREAT! You're positioned and ready to take advantage of this industry convergence. If you're unsure or your answer is a straight-up "no," then let's talk. Wilson Hand's Strategic Partner Program may be the perfect infrastructure your practice needs to capture new clients. #WealthManagement #FinancialAdvisors #StrategicPartnership #SuccessMindset