Wednesday, July 28, 2021

Advisor Toolbox

Become Your Client’s Longevity Manager

As your clients near retirement, expand your centers of influence so you can provide more than financial advice. (By Mike Lynch)

Overcome Biases Young Advisors May Have About ‘Old’ People

They can hurt relationships with your best clients and prospects, says this gerontologist. (By Molly Prues)

Advisors’ Favorite Books on the Second Half of Life

Six well-known financial advisors recommend these books on the topic.

Three Strategies to Overcome a Practice Plateau

Use growing pains and frustrations as a springboard for greater success. (By Julia Carlson)

Start Marketing to Clients’ Millennial Children Today

Develop a relationship and they’ll be more likely to let you manage their inheritance. (By David Leo)

The Planning Profession in a Post-COVID World

The pandemic proved we can run practices remotely — but should we? It’s a mixed bag for this advisor.

It’s Still a Buy-and-Hold World for Vanguard’s Former Chairman

Jack Brennan’s new book is geared for investors but provides insight for advisors.

Commonwealth Planning Women’s Conference

The virtual event hopes to inspire the advancement of women in the financial advisory business.

Identify and Harness the Passion of Fifty-Somethings

The forgotten Generation X can play an important role to minimize risk in your client base. (By Gretchen Halpin)

Advisors Leave Retirees Asset Rich, Advice Poor

A new report says advisors are missing out on revenue by not adequately serving retirees.

Latest News

Advisors Warm Up To Annuities

A new survey suggests that a growing number of financial advisors will consider annuities that are low cost and less complex.

Private Foundations Increase Giving During Pandemic

A new report shows an uptick in grantmaking during a year marked by COVID-19 and racial justice issues.

RBC Wealth Management-U.S. Appoints Culture Executive

RBC has named Shareen Luze, a 15-year veteran of the firm, as Head of Culture and Field Experience.

Americans Aren’t Getting Enough Social Security Advice

Many financial professionals aren’t advising clients on the best time to file for benefits, a Nationwide survey says.