Advisory Expertise: Aiding Clients Worried About Unemployment
In the US, the coronavirus crisis has deeply undercut a formerly burgeoning economy. Millions of Americans have filed unemployment...
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I Don’t Want to Be a Burden: Why People Buy Long-Term Healthcare Plans
In the days before coronavirus, the crisis on financial planners’ lips was the long-term healthcare variety. Our concern was how...
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No Different than You or Me, After All: The Wealthy and the Coronavirus Crisis
The coronavirus crisis is touching even the toughest of souls. A good friend of ours at an aggressive venture capital firm has been...
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Advisory Expertise: When Troubled Clients Need Help
Financial advisors – the best ones, anyway – get to know their clients intimately. Professional relationships can last for decades...
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The Talk No One Wants to Have: Planning for Long-Term Care
No one wants to think about old age, incapacitation, and the long, slow slide toward the grave. God forbid it should happen to you...
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SECURE Act Changes to RMD Rules: Client Impact
Congress certainly enjoys a mouthful and we aren’t just talking about their appetite for spending, to say nothing of insatiable...
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Are You Truly Trustworthy? Seven Clues That Tell All
Judge not unless you want to be judged – ancient advice for the deepest moral matters, but in practical terms – and we’re including...
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When Salespeople Can’t Sell
Pity the poor salespeople of our world. All that confidence and energy, boldness and bravery in a landscape of gimlet-eyed...
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They’re In the Money: Treat Every Client Like They’re HNW
Consider for your approval the case of Andrew Altfest. We might describe him as a son of the pioneers, in this case Lewis and Karen...
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Spooky Stuff: Can Horror Movie Characters Scare Insurance Unbelievers into Action?
You have a client; they need insurance; they won’t sign the dotted line. There’s tested ways to get through to them: case studies...
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A Special Relationship: Making Rich Clients Happy in Ways the Other Advisors Won’t
They’re the customers of most financial advisers’ dreams: top-level executives enjoying multi-million-dollar incomes. There are a...
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Where Have All the High Net Worth Clients Gone?
Traditionally, the aged and the rich have headed south to avoid the icy winds of winter, flocking to Florida to work on their tans...
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Danger Zone: Talking to Clients Who Lack LT Healthcare Coverage
It may not be a comfortable subject to broach with reluctant clients, but there’s no reasonable – or responsible – way to avoid the...
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The Under-Insured Generation: Millennials Living on the Edge
LEAD SENTENCE The younger generation is usually perceived by people even marginally older as irresponsible to the point of stark...
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How Elite Advisors Fully Capitalize on the Holiday Season
Want to capitalize on the holiday season? The secret can be boiled down to one thing—planning. Let’s walk through five...
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Advisors Are Source of Confidence in Face of Recession
According to a survey released Thursday by the Certified Financial Planner Board of Standards, over half of American adults expect...
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