Things Marty Says
Our Advisor Attraction Model:
Feed Them
Provide Tools & Resources
Remove The Noise
What is the Three Legged Stool?
What is the Advisor Attraction Model?
Clients First
Associates Second
_______________.
What is Shareholders Last?
One link is all you need to schedule a meeting with a client.
What is Calendly?
Direct Indexing
Customization
Tax Loss Harvesting
What is MPEP?
You contribute highly appreciated stock into this account. Not only do you avoid capital gains taxes on the sale of the stock, but you get a charitable deduction upfront.
What is a Donor-Advised Fund?
"It's just a number .... It's truly just a number."
What is 5,000?
What is our current mission?
To positively impact the lives of many
What is our purpose at Mariner?
What is the associate value proposition?
One link to rule them all, one link to bind them.
Single sign-on is just a click away.
Find the right tile and you'll be on your way.
What is Okta?
A service provided to advisors to turn over management of portfolios to a team of in-house investment professionals
What is CAPS?
An unlimited transfer of assets between spouses at death which serves to postpone estate tax until the death of the second spouse.
What is the marital deduction?
"It's a year long commitment and a life changing experience!"
What is Heroic (Optimize)?
Monthly email messages "from Marty"
If you want to be up-to-date on what's going at Mariner be sure to read these monthly shout outs.
The beach is the perfect place to be when you're reading the _____.
What is The Wave?
Mariner's secure and very organized intranet.
What is Box?
That new internal strategy with laddered bonds or something...
What are Structured Notes?
You can rollover after-tax contributions to this vehicle from your traditional 401(k) and IRA once you've maxed them out without paying any taxes you'd normally owe.
What is a mega backdoor Roth?
Culture is top down and innovation is bottom up
What is the way to internal growth?
Mariner's Values: Abundance, _________, Caring, Excellence, Keep Promises, Loyalty, Optimism.
What is Belonging?
The head of Practice Management.
Who is Chad Hamilton?
The one internal strategy that uses options...
What is Premium Income?
2023 Gift Tax Exclusion
What is $17,000?
You need to use this.
The social tool that no one uses.
Where all the updates for NextGen are posted.
What is Workplace?
Peer-nominated awards that enable colleagues to recognize and celebrate each other's success
What is "The Mariner"?
Estate plan reviews ... Now that's a sweet deal.
Saving clients on attorney fees ... Now that's even sweeter still.
What is Vanilla?
GARP
What is Growth at A Reasonable Price?
Allows someone to pay taxes on their stock awards at the time that they are granted, rather than at the time of vesting.
What is an 83(b) election?