As clients approach and embark on retirement, they are often very uncomfortable as they leave behind the peace of mind and consistency of paychecks...
Part 2: Do Your Clients See The Value In A Financial Plan? They Should – And They Are Willing To Pay For It
Advisor-client conversations can happen virtually, which we see as the new industry standard for meetings going forward. Gone are the days when an advisor’s firm needed an out-of-state, brick-and-mortar location to be able to service out-of-state clients...