The author of the recently published book, Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track, discusses the challenges of retirement planning from both an advisor’s and client’s perspective.
Empower family clients to work together toward the creative possibilities their wealth and business can offer.
When children will never be in the equation, advisors solve for different variables.
A slight adjustment in the account opening process can save advisors and clients time and avoid NIGO reports.
The first step in formulating an exit plan isn’t focusing on 'the numbers' but rather evaluating where a client actually is in relationship to their expectations.
Much like with clients' physical health, providing ongoing and preventative care to their finances helps improve their lives.
The CEO and co-founder of Lumiant talks about what is driving innovation around advice engagement.
Wealthier people are most likely to outlive mortality averages; advisors have a special obligation to focus on longevity risk with their clients.
An introductory four-part guide for helping clients increase the value and net profit of their businesses.