Jul 2, 2019 | 401(k), Growing Advisors Business
I often speak with advisors, particularly in the 401(k) market, who pass over small accounts because they don’t believe they have enough profit potential. PLANADVISER’s 2019 Micro Plans Survey presents insights based on data gathered from 4,000 plans. One-third of...
Jun 4, 2019 | Growing Advisors Business, Retirement Planning Software, Retirement Readiness
The Bucket Strategy – Part 3 Step by Step Guide Within TRAK You’ve researched the bucket strategy, you see the potential it has for your clients and your business, and now you need the means to use it. The first two parts of this series explored the strategy and...
Apr 16, 2019 | Financial Advisors
The ever-growing burden of student debt is a source of alarm for many Americans. The weight of these debts is born by people of all ages—not just millennials. According to the U.S. Department of Education, the total amount of debt carried by adults over age 35 is 200...
Apr 9, 2019 | Growing Advisors Business, Retirement Planning Software, Retirement Readiness
The Bucket Strategy – Part 2 Who Wants It and How to Win Their Business The bucket strategy is growing in popularity as Americans seek ways to ensure their hard-earned money will last throughout the entirety of their retirement years. This second installment of...
Mar 12, 2019 | Growing Advisors Business, Retirement Planning Software, Retirement Readiness
The Bucket Strategy What It Is, and What It Can Do for You In this first installment of our bucket strategy series, we explore what the bucket strategy is and why it is worth your time as an advisor. Understanding the fundamentals of the bucket strategy and the value...
