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Helping Advisors prepare their clients for retirement since 1986.
Latest Articles
Riches Are in the Niches
Unfortunately, recently I have needed a little bit more dental care than usual. My dentist has referred me to several specialists, and the specialist has always been more expensive than my local dentist, and most of the time, it is by a lot. The adage, “Riches are in...
Simple Engages
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.
Simple is Hard
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.
Curse of Knowledge
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...
Ironmans and Financial Advisors
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.
Key Elements to an Effective Virtual Meeting – Part IV
The sad reality is that the more material I have read online about participant education, the more confused I have become about what participant education should be. Click the link to read more about good participant education.
Key Elements to an Effective Virtual Meeting – Part III
How can we communicate with clarity? Knowing where participants are today is critical, and having concrete steps to move forward allows them to make better decisions.
Key Elements to an Effective Virtual Meeting – Part II
Engagement with Americans in retirement readiness has never been easy. And COVID-19 restrictions have made many meetings virtual, which makes engagement even harder. That’s why it’s essential to follow the fundamental principles of engagement.
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