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May 16, 2017
An Open Letter to Generation X

By Heather Hooper

Friends, Our parents are getting older and I personally find it a bit surreal to watch. Being in the field of retirement, I’m surrounded with reminders about the aging process — how it relates to... Read more

Retirement

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March 9, 2017
3 Ways to Use Technology to Help Your Aging Clients

By Heather Hooper

I was recently presenting at a retirement education event, where the age range of the audience and speakers was between 40 and 85 years old, when we started to experience technical difficulties.... Read more

Practice Management / Retirement Planning

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January 5, 2017
Ten Steps to Becoming the Retirement Advisor Your Clients Need

By Heather Hooper

If you’re looking for ways to become more integral to your clients this year, here are some ideas that Barry LaValley, founder of the Retirement Lifestyle Center, presented at our 2016 National E... Read more

Practice Management / Retirement

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September 12, 2016
Set Up Your Space for Success

By Heather Hooper

I’ve had the great pleasure of visiting hundreds of advisors’ offices over the years. While I’ve certainly seen a distinctive shift to a warmer, less formal feel, many recently redecorated spaces... Read more

Marketing / Practice Management

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July 21, 2016
A Checklist for Retirement

By Heather Hooper

With life expectancy rates increasing, an abundance of information at everyone’s fingertips and more options than ever before, it can be difficult to know where to start when it comes to planning... Read more

Retirement

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May 17, 2016
Medi-What?

By Heather Hooper

Being uniquely positioned to help your clients navigate through the last third of their life goes hand in hand with expanding your support to include guidance on age-related challenges and progra... Read more

Retirement Planning

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April 12, 2016
Insights on the DOL Fiduciary Rule

By Heather Hooper

After six years of proposals and over 40 years since an actual change, the Department of Labor’s new fiduciary rule is finally here. While we work to schedule a more in-depth webinar on the 1,000... Read more

Practice Management

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April 5, 2016
Starting to Slip

By Heather Hooper

Have you ever had a conversation with someone who repeatedly asks you the same question or who tells you a story they just told you a few minutes earlier? Most of us have. Common as it is, it can... Read more

Practice Management

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February 9, 2016
“The Talk”

By Heather Hooper

Are your clients prepared to have “the talk” with their kids? No, I’m not talking about the birds and the bees — I’m talking about encouraging your clients to kick-start an honest conversation wi... Read more

Practice Management

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February 2, 2016
Are You Prepared for the New Fiduciary Standards?

By Heather Hooper

After years of intense debate, on January 28 the Department of Labor (DOL) advanced its conflict-of-interest fiduciary regulations to the Office of Management and Budget (OMB) for final review. &... Read more

Practice Management

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