Aug 21, 2017 | Financial Advisors, Retirement Readiness
How do you feel when a client doesn’t take your advice? You clearly presented and explained everything to your client, only to hear “OK, let me think about it.” Of course, you want your client to think over your plan but this type of response reduces the chance of...
Aug 9, 2017 | Company News
Drumroll, please! I am very excited to announce our new company name RetireReady Solutions and logo: Trust Builders is now RetireReady Solutions For over a decade, the Trust Builders name has reflected our commitment to helping advisors build trust through...
Jun 26, 2017 | Fiduciary Rule, TRAK
Despite the obvious need for financial help, many Americans are hesitant to meet with a financial advisor or, if they do meet with an advisor, fail to act on the advice provided to them. Why this dichotomy? If people know they need advice, why do they fail to seek it...
Jun 19, 2017 | Fiduciary Rule
Fiduciary Tech Helps Serve Clients’ Best Interests The merry-go-round surrounding the fate of the fiduciary rule took another turn as Labor Secretary Alexander Acosta announced that the agency would not extend the delay of the rule any further. Specifically, on...
Jun 12, 2017 | 401(k), 401(k) Participant Education, Retirement Readiness
Last week Vanguard released its report How America Saves 2017 (removed by vanguard pressroom, archived copy provided). Some of the most interesting pieces of the report centered on data on the increase in automatic 401(k) features such as auto-enrollment and...
