Communication Advice From an Aging Baby Boomer
This is the second in a two-part series. Read part one: Physically Speaking — Age and Communication I speak and write a lot about how to communicate effectively with older clients, and it is easy... Read more
Physically Speaking — Age and Communication
This is the first in a two-part series. They say that “with age comes experience,” but, unfortunately, with age also comes some challenges. I’m talking about the effect of aging on all five of th... Read more
The 6 Tools of Your Retirement Advisor Brand
At a recent advisor meeting, I talked about how to position yourself as a Retirement Advisor. One advisor commented that most of the work that he does is in the retirement area, and he assumed e... Read more
Developing Your Brand as a Retirement Advisor
With over 10,000 people per day turning 65, now is a great time to distinguish yourself as a Retirement Advisor and Coach, starting with defining ‘value’ in terms of what you do for people rather... Read more
7 Keys to Delivering a Better Client Experience
This is the first in a series of blogs sharing insights from the 2017 investor survey from Loring Ward and Dimensional Fund Advisors. Financial advice is being transformed by dramatic and far-rea... Read more
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