Helping people get engaged in their retirement planning is much easier than you might think—you just have to keep it really simple. Getting clients motivated about retirement when they are young, well before age 85, can become a passion as well.

Advisors using 401k Participant Education consistently report the rewarding impact it has on people’s lives and how transformative it is for their practice.

Recently I finished a Half Ironman Triathlon in St. George, Utah. It was a great race: swimming 1.2 miles, biking 56 miles, and then running the half-marathon, 13.1 miles. That’s 70.3 miles in total! The elevation gain of just over 4,400 feet had me contemplating quitting. At times, it felt like torture. But I finished, and for me, I finished well, just 26 seconds shy of six hours. I was thrilled! I exceeded my expectations on a very tough course.

When advisors help clients connect to the data, both historically and in their daily context, they will deepen the client’s understanding and instill confidence to move forward. What’s more, helping clients connect to the data is an important aspect of fiduciary education.

Are you one of the 52% of advisors who have changed their fee structure within the past four years? Research from the SEI Advisor Network has revealed a notable shift in the attitudes of both advisors and consumers.

While it seems that there is little that Republicans and Democrats see eye to eye on, one area of bi-partisan agreement centers on retirement reform. Many Americans are in dire financial straits and a potential retirement crisis looms in the future…

Curse of Knowledge Three simple words can help us understand the problems many advisors face as they attempt to engage their clients toward retirement success: Curse of Knowledge.[1] Advisors know so much about their own world that they forget the context of those they seek their help and end up...