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    Featured Article on WealthManagement.com: Help Baby Boomers Make Their Businesses Sellable
    Randy A Fox, CFP®, AEP®
    • May 20

    Featured Article on WealthManagement.com: Help Baby Boomers Make Their Businesses Sellable

    For many successful entrepreneurs, a business represents 80% to 90% of the value of their estate. Aging, pandemic fatigue, labor...
    What Baby Boomer Business Exits Mean for Wealth Management.
    Randy A Fox, CFP®, AEP®
    • Apr 22

    What Baby Boomer Business Exits Mean for Wealth Management.

    For many financial advisors, business transfers have created most their clients’ investable assets. Aging, Pandemic fatigue, fear of a...
    Featured Article on WealthManagement.com: Alternatives to Donor-Advised Funds
    Randy A Fox, CFP®, AEP®
    • Apr 18

    Featured Article on WealthManagement.com: Alternatives to Donor-Advised Funds

    Helping clients do charitable planning properly will boost your business. Read about some options here.
    Featured Article on WealthManagement.com: The Build Back Better Tax Alarmists Who Cried Wolf
    Randy A Fox, CFP®, AEP®
    • Dec 8, 2021

    Featured Article on WealthManagement.com: The Build Back Better Tax Alarmists Who Cried Wolf

    As the old saying goes, economists have predicted 27 of the past five recessions. That’s how I feel about all the handwringing over Presiden
    Featured Article - Next Avenue: 2 Ways to Give Loved Ones Access to Your Bank Accounts After You Die
    Randy A Fox, CFP®, AEP®
    • Oct 5, 2021

    Featured Article - Next Avenue: 2 Ways to Give Loved Ones Access to Your Bank Accounts After You Die

    What to know about POD accounts Would your loved ones have necessary access to your bank accounts after you die to help carry out your...
    Featured Article on WealthManagement.com: Mad Dash to the Finish Line
    Randy A Fox, CFP®, AEP®
    • Oct 1, 2021

    Featured Article on WealthManagement.com: Mad Dash to the Finish Line

    Questions advisors should be asking their clients (and themselves) ASAP in this frantic time of FOMO. In this article, Randy Fox talks to...
    Featured Article on WealthManagement.com: Three Key Traits of High-Performance Teams
    Randy A Fox, CFP®, AEP®
    • Jun 24, 2021

    Featured Article on WealthManagement.com: Three Key Traits of High-Performance Teams

    How to expand your referral network within high-net-worth families and why you don’t want to go it alone when it comes to complex client...
    Featured Article on WealthManagement.com: The Business of High-Net-Worth Collaboration
    Randy A Fox, CFP®, AEP®
    • Jun 3, 2021

    Featured Article on WealthManagement.com: The Business of High-Net-Worth Collaboration

    A willingness to communicate and work with other professionals is a talent that can be monetized Randy Fox talks to WeallthManagement.com...
    Featured Article on LegalZoom.com: Estate Plans and Intellectual Property: What to Consider
    Randy A Fox, CFP®, AEP®
    • Jun 3, 2021

    Featured Article on LegalZoom.com: Estate Plans and Intellectual Property: What to Consider

    Randy Fox is quoted on LegalZoom.com in an article that explores the things that you may want to consider in relation to planning your...
    Featured Article on WealthManagement.com: Business Booming for Estate Planners, Giving Officers
    Randy A Fox, CFP®, AEP®
    • Apr 22, 2021

    Featured Article on WealthManagement.com: Business Booming for Estate Planners, Giving Officers

    Randy Fox talks to WeallthManagement.com about why Estate planners and planned giving officers are feeling very optimistic in this market.
    Just Give Me Money, Honey: The Cashing Out of Musicians and Their Catalogues
    Randy A Fox, CFP®, AEP®
    • Feb 1, 2021

    Just Give Me Money, Honey: The Cashing Out of Musicians and Their Catalogues

    Learn more about the surprising musical artists who are cashing out their musical catalogs in order to liquidate.
    December
    Randy A Fox, CFP®, AEP®
    • Dec 17, 2020

    December

    December is not the time to cram, but rather look into the future. How can we get ahead in financial planning for the upcoming year?
    Customer Service in Service-less Times
    Randy A Fox, CFP®, AEP®
    • Nov 1, 2020

    Customer Service in Service-less Times

    There is nothing more important than your relationship with the people we serve.
    Featured Article on WealthManagement.com: Overcoming the Collaboration Challenge
    Randy A Fox, CFP®, AEP®
    • Oct 20, 2020

    Featured Article on WealthManagement.com: Overcoming the Collaboration Challenge

    Randy Fox talks to WeallthManagement.com about Why is working together so difficult for many advisors?
    Featured Article on ThriveGlobal.com: Always Think Long-Term
    Randy A Fox, CFP®, AEP®
    • Sep 23, 2020

    Featured Article on ThriveGlobal.com: Always Think Long-Term

    Randy Fox collaborates with Jason Hartman to discuss why you should always think long-term as it relates to your financial investments.
    Not Invented Here
    Randy A Fox, CFP®, AEP®
    • Aug 14, 2020

    Not Invented Here

    The business of financial advising can be dangerous when advisors aren't open to exploring new ideas for their clients. Read more here.
    The Collaboration Challenge
    Randy A Fox, CFP®, AEP®
    • Aug 4, 2020

    The Collaboration Challenge

    Collaboration can benefit both clients and advisors, so why is it so hard sometimes? Read more here.
    Featured Article on WealthManagement.com: What’s the Real Meaning of 'Wealth?'
    Randy A Fox, CFP®, AEP®
    • Jul 22, 2020

    Featured Article on WealthManagement.com: What’s the Real Meaning of 'Wealth?'

    Have you ever wondered about how to define wealth. Randy Fox of Two Hawks Consulting discusses his thoughts on this at WealthManagement.com.
    Enough of the Zombie Philanthropy, Already
    Randy A Fox, CFP®, AEP®
    • Jul 1, 2020

    Enough of the Zombie Philanthropy, Already

    But you knew that. Lately, the tag of “zombie philanthropy” has been applied to the increasingly popular Donor Advised Fund (DAF) category.
    Little Things
    Randy A Fox, CFP®, AEP®
    • Jun 17, 2020

    Little Things

    Just as we do in our day-to-day lives, as advisors, we need the best tools to help our client.
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