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Adviser First Partners Blog

Contact Information

  • 53 Assembly Dr., Unit 60
    Mendon, NY 14506
  • +1 (855) 502-8919
  • Email : info@adviserfirstpartners.com
  • October 22, 2020

    An Insiders Guide to the World of Trusts

    Attend this webinar where we will discuss topics such as common terminology, common types of trust and how they can benefit your clients.

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  • October 19, 2020

    Mark Twain's Warning About Valuing Trusts

    Reports from financial institutions can have issues that cause a trust to be incorrectly valued or that affect that the calculation of tax liability. This can lead to decisions based on faulty data and create risk for the trustee.

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  • October 13, 2020

    Complimentary Podcast Interview

    Want to showcase your practice? We're offering a complimentary podcast interview for a few selsct practices

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  • October 07, 2020

    Adviser First Continues it's Commitment to Veterans

    Continuing with our commitment to make a monthly contribution to a veterans organization on behalf of all those who register on our site, we are happy to support the Gary Sinise Foundation for the months of September and October

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  • September 30, 2020

    Insights from our Outside Resources and why we adopted a fiduciary business behavior

    Insights from our Outside Resources and why we adopted a fiduciary business behavior

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  • July 29, 2020

    Opportunity Knocks for Smaller Trustees. Are they ready to answer?

    Professional trustees and smaller trust organizations stand to benefit since they can provide the personalized service that consumers want. But the question they need to ask is “Are we ready to capitalize on this opportunity”?

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  • July 27, 2020

    Mistakes That Can Destroy Your Career

    What I learned as a junior officer in the Navy on how not to destroy your career.

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  • July 13, 2020

    Culture, character & Industry Commoditization When Selecting a New Broker-Dealer, Hybrid or RIA.

    There are numerous alternatives on the direction of your practice. Alternatives are one thing, but a solution that compliments your present practice, addresses your concerns, and supports your ideas can make finding the ideal solution a bit more

    Read More
  • January 27, 2023

    CFP Board seeks to unleash the beauty of planning careers

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  • January 27, 2023

    CFP Board seeks to unleash the beauty of planning careers

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  • January 27, 2023

    Black-owned RIA leader: How wirehouses can improve on DEI

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  • January 27, 2023

    Black-owned RIA leader: How wirehouses can improve on DEI

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  • January 27, 2023

    Advisors skeptical about replacing income tax with national sales tax

    The House Republican bill is likely to hit a wall in the Democratic-majority Senate. There might be a better chance to extend some 2017 tax cuts set to expire in 2025,

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  • January 27, 2023

    Advisors skeptical about replacing income tax with national sales tax

    The House Republican bill is likely to hit a wall in the Democratic-majority Senate. There might be a better chance to extend some 2017 tax cuts set to expire in 2025,

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  • January 27, 2023

    It's official: 2022 was the best annuity sales year in history

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  • January 27, 2023

    It's official: 2022 was the best annuity sales year in history

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  • January 27, 2023

    Goldman Sachs slashes CEO Solomon's pay about 30% to $25 million

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  • January 27, 2023

    Goldman Sachs slashes CEO Solomon's pay about 30% to $25 million

    Read More
  • January 27, 2023

    Fintech Bytes: Cetera partners with Asset-Map, MSCI goes with Google

    Plus Morningstar adds investment planning to Advisor Workstation, Element secures $5 million and Kwanti announces an asset screening feature.

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  • January 27, 2023

    Fintech Bytes: Cetera partners with Asset-Map, MSCI goes with Google

    Plus Morningstar adds investment planning to Advisor Workstation, Element secures $5 million and Kwanti announces an asset screening feature.

    Read More
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Have any Questions?

We're here to help. Send us an email or call us at +1 (855) 502-8919. Please feel free to contact our experts.

A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month

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53 Assembly Dr., Unit 60
Mendon, NY 14506

Phone: +1 (855) 502-8919
Email: info@adviserfirstpartners.com
Fax: +1 (585) 321-5624

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