Wednesday, January 19, 2022

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77-Year-Old Advisor Says Teaching Background Helped Her Gain Clients

From French teacher to U.S. Peace Corps volunteer, 77-year-old RBC Wealth Management financial advisor’s varied skills have served her well over decades.

How to Surprise and Delight Your Way to Business Growth

Studies show that customized marketing makes clients feel more appreciated and understood. Learn how to implement your own Surprise and Delight efforts.

How Longevity Affects Your Income in Retirement

Meet Shirley. How can an advisor help make her retirement nest egg last until 105?

Clients Seeking More Liquidity During COVID-19?

A reverse mortgage may be the answer.

The Largest Opportunity Ever for Financial Advisors

WealthConductor LLC takes on the challenge of helping advisors build income plans for millions of retiring baby boomers.

Latest News

EBRI Says Retirees Need to Save More for Healthcare

The increased savings required to cover rising healthcare costs hasn’t been this big in a decade.

Social Security Cheat Sheet

Financial advisor Devin Carroll has developed a "cheat sheet" for 2022 Social Security benefits. It is an easy reference for key provisions.

Higher Mortality, Lower Quality at PE-Owned Nursing Homes, Studies Say

Nursing homes owned by private equity firms and large chains have higher mortality rates and lower quality, according to recent research.

Keep Older Guests Safe During the Holidays  

Medical expert offers suggestions on how to reduce COVID-19 risks during this season's social gatherings.