7 Keys to Delivering a Better Client Experience
Financial advice is being transformed by dramatic and far-reaching changes. Advisors face increased regulatory pressures, accelerating technological innovation, fee compression and increased comp... 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
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
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
There is Always a Reason to Sell…Unless You Want to Achieve Your Goals
This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter. The problem with good advice is that it tends to be boring, especially when it comes to your p... Read more
Highlights from our National Education Conference
By Karen Parker
At Loring Ward’s recent National Education Conference in San Diego, more than 150 financial advisors gathered to learn new ideas from industry experts and from one another. Here is just a sample... Read more