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

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

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

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

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

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

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

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

By Barry LaValley

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

Practice Management / Retirement