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Helping Advisors prepare their clients for retirement since 1986.
Latest Articles
Tips for Working with Public-Sector Employees
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...
Common Misconceptions About 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...
Five Ways to Improve Communication with Clients
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...
Eight Ways to Listen Better to Clients
One of the best ways to engage your clients is to be a good listener. Let’s look at eight ways for financial advisors to listen better to clients.
No, retirement planning is not like a slow cooker
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...
Can your clients afford their kids’ college education?
Retirement isn’t the only thing for which many families are saving; many are also trying to save for their children’s future college expenses. Faced with the need to save for retirement and the desire to save money to help defray soaring college expenses, many...
How will Trump’s Tax Plan Affect your Clients?
As we sit on the eve of Donald Trump’s presidential inauguration, there are many questions about the direction President Trump will take on different issues and policies. Many of these questions are coming from the financial services industry and while much of the...
Are your clients emotionally prepared for retirement?
Much has been written on preparing financially for retirement, and rightly so, a successful retirement is a financially secure retirement. While many people consider the financial aspect of retirement, not as many consider the emotional aspects of retirement. It can...
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