Aug 15, 2018 | 401(k), Retirement Readiness
Plan Sponsors Survey Results Plan sponsors are finally focusing on the metrics that will help their employees better prepare for retirement. In Fidelity’s ninth edition of its Plan Sponsor Attitudes survey the survey revealed that retirement readiness is now top of...
Jun 26, 2018 | Growing Advisors Business
Open-Ended Questions to Help Engage Your Clients Open-Ended Questions hold a special power of engagement which can help build rapport and trust between people. I think most people get this instinctively and, as we wrote recently, there are studies that reveal the...
Jun 18, 2018 | 401(k), 403(b)/457, Federal, Retirement Planning Software, TRAK
On June 5th, the Board of Trustees of the Social Security Trust Fund released their annual report. As you may expect, the report does not paint a rosy picture for the future of Social Security. Below are some takeaways from the report. 2017 will be the last year that...
Jun 12, 2018 | Growing Advisors Business
Ask Great Questions How would your business grow if you could deepen your relationships with clients? If your clients were more engaged in the financial planning process, how would that improve the outcome for them and for you? What might be the impact if potential...
