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September 26, 2018
7 Retirement Planning Challenges That Focus on Your Life

By Heather Hooper

A version of this blog is featured in the fall issue of our 360 Insights Quarterly Client Newsletter. While one of the most obvious challenges in retirement is not running out of money, there are... Read more

Retirement

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September 5, 2018
Your Clients Are Someone Else’s Prospects

By Heather Hooper

Knock, knock. Who’s there? Someone soliciting the retirement plan relationships that you manage … For advisors with current retirement plan relationships on the books, it’s good to note that fres... Read more

Retirement

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March 28, 2018
Retirement Planning: Keep the Focus on These 5 Themes

By Heather Hooper

Retirement is top of mind for your clients but are they thinking about the right areas that will direct their journey? Most dictionary definitions of retirement focus on withdrawing, retreating,... Read more

Retirement

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February 22, 2018
Before and After the Death of a Spouse — What Can Advisors Do to Help?

By Heather Hooper

When someone close to you dies, it can be hard to fathom anything beyond the anguished devastation — as grief is an incredibly demanding partner. In particular, the death of a spouse brings about... Read more

Retirement

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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

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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

Practice Management / Retirement

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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-relate... Read more

Retirement

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