January 22, 2019

7 Must Do’s for a More Effective Client Review

Working in the insurance and financial planning space can be a very rewarding and fulfilling experience but as with any rewarding work, there are also challenges. […]
April 1, 2018

Advisys Survey: College Funding VS. Retirement

In the struggle to save for retirement and pay for college too, financial professionals often find themselves pushing back against a parent’s natural instinct to provide […]
March 5, 2018

Are Your Clients Guessing at Their Retirement Needs?

Seasoned financial professionals recognize there is no magic retirement number that fits all of their client needs. Despite convenient rules of thumb, in reality there isn’t a single dollar amount or percentage of income that will work for everyone.
February 12, 2018

How to Tell if Your Client is Serious About Investing.

According to a recent LA Times interview with LPL Chief Executive Mark Casady, there are some handy rules of thumb that can quickly determine if your client is serious about investing.
May 4, 2014

Give Your Clients A Confidence Boost

Your clients have a lot of reasons for seeking your recommendations and advice, but one of the biggest could well be peace of mind and confidence in their financial decisions. One simple way you can build their confidence is to provide them a written retirement plan. That’s one finding from the latest Wells Fargo/Gallup Investor and Retirement Optimism Index. According to Wells Fargo...