Steve Zuschin

EVP, Direct-to-Advisor Sales

Steve is the EVP of Advisor Success at LifeYield. He's responsible for leading our Direct-to-Advisor channel and always keeps up on the latest advisor technology. Steve writes about how advisors can grow their business by building stronger relationships with clients and adopting new technology.

November 13, 2021

How Asset Location Helps Advisors Grow Their Business

October 30, 2021

Asset Location Vs. Allocation and Their Roles in Tax Efficiency

October 28, 2021

Multi-Account Asset Location is Easier Than You Think

October 20, 2021

Tax Efficient Accounts and a Tax-Smart Portfolio

October 9, 2021

Advise Clients Seeking Dividends About the Tax Consequences of Their Investments

October 6, 2021

Talk Tax Efficiency with Mutual Fund and ETF Investors

September 23, 2021

Use Three Levers to Improve Investing Outcomes

September 12, 2021

Ideas for Convincing Clients of the Value of Household-Level Rebalancing and Tax-Efficient Investing

September 8, 2021

Making the Most of Client Account Management

September 2, 2021

Know the Limits of Account-Level Tax Loss Harvesting

August 12, 2021

How to Show the Benefits of Tax-Smart Income Planning

August 7, 2021

Improve Client Financial Outcomes with Tax-Smart Withdrawals

August 4, 2021

How Asset Location Can Minimize Taxes

November 12, 2020

New Release: A cornucopia of new client engagement goodies for Fall 2020

September 17, 2020

The Silver Bullet for Delivering Quality Advisor Tech Platforms

August 19, 2020

Why advisors should adopt an asset location strategy

July 7, 2020

The Fundamentals of Engaging Remote Client Meetings

June 10, 2020

Can your clients benefit from an asset location strategy?

April 17, 2020

New Release: One small step for LifeYield, one giant leap for advisors

April 3, 2020

Market Volatility Delivers Opportunity to Identify Long-Term Tax Efficiencies

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