Stand out from other advisors by preparing clients to retire
There are myriad ways to prepare clients for a fulfilling retirement. Clients accumulate assets for many years in the hope of retiring and living comfortably, but that’s only part of...
There are myriad ways to prepare clients for a fulfilling retirement. Clients accumulate assets for many years in the hope of retiring and living comfortably, but that’s only part of...
As there are many types of clients in a range of demographics, there also are a variety of ways to communicate with them. Try these three ideas from MDRT members...
In a situation where a client’s family member allegedly takes advantage of them, advisors might not necessarily be able to take action. Gregory B. Gagne, ChFC When a client’s son allegedly took...
It is generally easy to tell when something criminal is taking place or when someone is taking advantage of an individual who is mentally impaired, said Dr. Bennett Blum, a...
We have a client who is very specialized in what she does who lost her job. Great news for her: She was a good saver. But at the same time, we had her on...
Talking about what keeps clients up at night — the top 5 fears — is critical for an early discussion. Fear No. 1 is outliving their money, and it is two-pronged....
Questions are powerful. They allow financial advisors to understand their clients and their loved ones better and, therefore, create better-protected financial futures for them. Questions also can evoke a moment...
“OK, you want to retire at 55. What are you going to do? You’re retired now; what are you going to do?” A lot of people don’t have an answer for...
What day of the week do you spend the most money? What day of the week do you go golfing or hiking? Get your nails done? Get your hair done?...
Sometimes in the Philippines when I talk to someone about preparing for the future they’ll say, “Oh, it’s all right. I’m OK. I don’t need to plan for retirement because...
The value of a financial advisor is not in selling products or selecting investments. Your value is in “all you can do to help clients accomplish a goal not based...
By William M. Upson, CLU, ChFC As a professional who preserves my clients’ wealth, I do all I can to ensure that my clients receive the best possible tax benefits from...
If you’re not helping clients plan what they pay in future taxes, eventually “your clients will find someone else who will,” said six-year MDRT member Kasey Massatti in her 2018...
Financial advisors, even though they may have helped hundreds of clients successfully retire, can find their own retirement isn’t an easy transition. Finding balance is the key to a successful retirement,...
By Subhas V. Nathan Subhas V. Nathan Nobody wakes up in the morning and thinks, “I want to buy some insurance today.” Insurance is not a desirable product to buy. It means...