The Top Five Advisor Pitfalls in Working With Clients Through Retirement
I recently delivered a presentation on how to be a Retirement Advisor to a seasoned group of private client advisors from a large RIA. All the individuals in the room had a laundry list of financ... Read more
Your Clients’ Retirement — More Than Just Money!
William and Sharon were driving home from a meeting with Alan, their financial advisor to talk about their retirement plans. William had decided that he would leave his work next year and Sharon... Read more
Do You Offer What Retirees and Pre-Retirees Are Looking for?
Mark and Wanda Taylor, a couple on the verge of retirement, have decided to fire their financial advisor. “We are not really sure about how to plan for retirement,” Wanda told us at a recent work... Read more
Not Your Parents’ Retirement!
“I remember when my parents retired,” my client Sue told me as we sat down to talk about her and her husband Brian’s retirement plans. “They both quit at 65 and looked forward to traveling in the... Read more