Tip: Focus on the Who for Comprehensive Client Engagement

As a financial advisor, your goal is to provide optimal support for your clients. This means discovering client needs and achieving them by implementing a behaviorally smart plan to accomplish those dreams. At your annual meetings, it can be difficult to be fully receptive and present to clients agendas as every individual has certain trained […]

How Advisors Should Interact with Baby Boomers in the Pre-Retirement Phase

For so many years Baby Boomers have been excitedly planning their retirement; looking forward to trips around the world, being mortgage free and much more. How can advisors deliver difficult news, provide encouraging advice, and retain the clients?