Robert Laura

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Five Retirement Recommendations To Help Every Client

by Robert Laura

Here's a short list of recommendations designed to spark conversations, uncover business opportunities and develop client loyalty like never before, says columnist Robert Laura.

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Turning Retirement Planning Issues Upside Down

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Advisors can engage clients and prospects on a new level.

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Capitalizing On Boomers' Need For Relevance, Influence And Context

by Robert Laura

Advisors need to use retirement’s never-ending evolution to improve the lives of their clients and extend the brand and capacity of the industry.

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Retirement Is Not A Feeling

by Robert Laura

Here are four steps that advisors can take to help clients avoid letting their feelings drive or alter their plans in retirement, says columnist Robert Laura.

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Breaking Retirement Silence

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Discussing the fears that many couples have about spending more time together in retirement offer advisors an opportunity to differentiate themselves and rebrand the industry in a more caring way,...

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Retirement Redemption

by Robert Laura

At the heart of both reconciliation and retirement are three factors that advisors can use to help clients make a successful transition from work life to home life, says columnist Robert Laura.

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Retirement's Window Seat

by Robert Laura

Once you establish trust with clients, they may turn to you to help see things from a different perspective and help them resolve moral dilemmas, says columnist and advisor Robert Laura.

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Sentimental Valuation

by Robert Laura

What do you tell a client who says her late husband told her "Never sell these companies"? Advisor and columnist Robert Laura says the response may take more thought than you realize.

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Creating 'Aha' Moments In Retirement

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They go a long way in helping clients make the most of their time and savings in retirement, says columnist Robert Laura.

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These Retirement Stats Paint A Troubling Picture

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In addition to discussing plans for generating income, advisors should bring up other topics that can cause far more troubles for retired clients.

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