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
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