9 key takeaways from Russell’s Financial Professional Outlook.
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.
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.
Your clients are using social media. Are you? Here are 5 tips for getting started – so that your social strategy pays off.
Millennial investors tend to share the Silent Generation’s strong aversion to risk. How can advisors help counter that predisposition?
Hoping to connect with Millennials? Consider having a social media presence.