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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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December 12, 2017
Advisors: Create a Meaningful Plan for Your Own Retirement

By Barry LaValley

Last month we talked about the challenge that many advisors are facing as they look at their own retirements.  Think about this: much of your career has focused on helping clients accumulate for... Read more

Practice Management / Retirement

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December 5, 2017
What’s Really on the Mind of Investors?

By Karen Parker

“If you remember only one thing…” Advisors who attended Loring Ward’s 2017 National Education Conference will likely remember Frank Luntz’s important message about what to say (and what NOT to sa... Read more

Practice Management / Retirement

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November 28, 2017
Retiring the Retirement Advisor

By Barry LaValley

This year we have looked at how advisors can shape their practice to be even more help to their aging clients. However, it is not only clients who are retiring in droves, but also their advisors!... Read more

Practice Management / Retirement

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October 24, 2017
Can Retirement Happiness Be Quantified?

By Barry LaValley

Much of the discussion between advisor and client is how to use financial resources to create happiness in retirement. In this month’s blog post, I provide a map you can use as the foundation for... Read more

Retirement

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September 27, 2017
Communication Advice From an Aging Baby Boomer

By Barry LaValley

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

Practice Management / Retirement

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August 31, 2017
Physically Speaking — Age and Communication

By Barry LaValley

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

Practice Management / Retirement

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