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Helping Advisors prepare their clients for retirement since 1986.

Latest Articles

Curse of Knowledge

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...

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Ironmans and Financial Advisors

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.

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Key Elements to an Effective Virtual Meeting

Key Elements to an Effective Virtual Meeting

Every professional athlete practices the basics. We may think we have the basics down, but it is always important to practice. Here are seven items to focus on as you consider the basics of an effective virtual meeting.

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Getting a Clear Picture of Retirement

Getting a Clear Picture of Retirement

How to get a clear picture of your retirement? Read more to learn how advisors that use TRAK online has the tools and resources they need to provide the clear picture you are looking for in retirement.

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Putting Clients in the Driver’s Seat

Putting Clients in the Driver’s Seat

I have interacted with advisors who are experiencing success, I have noticed one key difference in their approach: they put their clients in the driver’s seat. Allow the client to drive the solutions you provide them for success.

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