3 Ways to Use Technology to Help Your Aging Clients
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
Ten Steps to Becoming the Retirement Advisor Your Clients Need
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
Set Up Your Space for Success
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
Are You Prepared for the New Fiduciary Standards?
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