Helping Advisors prepare their clients for retirement since 1986.
A few years ago, my wife went to a garage sale and bought a box of old books for $25. She came home as excited as I had ever seen her. Why? One of the books was a 1831 edition of The Federalist Papers. We searched online and were thrilled to see an estimated value of...
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...
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 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...
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.
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.
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