Feb 27, 2017 | 403(b)/457, Federal, Growing Advisors Business
Are you looking for new clients? How would you like to tap into an underserved group of over 23 million people? Your next client may be someone you already know like your mail carrier, your local firefighter, or your child’s teacher. Public-sector employees are one of...
Feb 20, 2017 | Financial Advisors, Personal Finance, Social Security
Clients come to the retirement planning process with many misconceptions about Social Security. With inaccurate information circulating on social media and by word of mouth, financial advisors shoulder a lot of responsibility to educate clients in this area, helping...
Feb 13, 2017 | Growing Advisors Business
Playwright George Bernard Shaw said that “the single biggest problem in communication is the illusion that it has taken place.” As a playwright, Shaw knew the importance of really communicating with the audience, making sure that the concepts, emotions, and thoughts...
Feb 6, 2017 | Growing Advisors Business
A recent Nationwide commercial struck a chord with many viewers who would rather clean the gutters, wash the cat or learn Snapchat than talk about their retirement plan. The ad is very funny and while we may laugh at the lengths the couple in the ad goes to avoid...
Jan 30, 2017 | Retirement Readiness
Retirement planning is not like a slow cooker. Just drop in the contributions, set it and forget it, and at retirement, it will be ready? No, it doesn’t work that way. Retirement planning is more like preparing a gourmet French meal. It requires combining the right...
