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Helping Advisors prepare their clients for retirement since 1986.

Latest Articles

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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Thinking of Creating Your Own Software?

Thinking of Creating Your Own Software?

“We’re thinking we’ll create our own software,” a prospective client told me recently. I sighed, partly because I might lose a sale, but more so because I am well aware of the difficulties of developing your own software.

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Good Information or a Good Ear?

Good Information or a Good Ear?

Why are Americans not engaging financial advisors more readily? If helping individuals were a matter of having extensive information and sharing it with those who are less informed, advisors would be in a great position to help Americans. While this question is simple, the answer is complex.

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Going Remote

Going Remote

Remote work is becoming more and more a necessity. The needs we had yesterday are different than the ones we have today. The world is changing like never before.

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Knowing the Why?

Knowing the Why?

For better or for worse, knowing why something is a certain way can make a world of difference in how we approach it. As advisors, understanding why can help us address our clients’ questions.

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