Recent market volatility has many advisors working overtime to help prevent clients from making knee-jerk decisions. The latest Investor newsletter can help in those discussions.
If you’re trying to attract more millionaire clients, make sure you’re doing 3 key things right.
Take the advisor quiz, find out “What kind of advisor are you?” and discover your advisor superpower.
Give clients a more realistic view of their financial future, teaching them about the pitfalls of adhering to the well-known Rule of 72 for long-term investment planning. Specifically, educate them about how powerfully inflation can eat away at the purchasing power of their nest egg.
9 key takeaways from Russell’s Financial Professional Outlook.
We thought a lot of advisors would be talking about taxes with their clients. But that was not the case.
Autopilot, while efficient for flying a plane, is not effective for COI relationships.