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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.
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.
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,...
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.
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.
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.
They go a long way in helping clients make the most of their time and savings in retirement, says columnist Robert Laura.
In addition to discussing plans for generating income, advisors should bring up other topics that can cause far more troubles for retired clients.
Fresh ideas are needed in providing services to retiring baby boomers.
Columnist Robert Laura explains steps that advisors can take to get noticed by potential clients.
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Portfolio Manager Insights
An "endowment" spending approach may help retired clients preserve the value of their portfolios, says Jan Blakeley Holman, director of advisor education at Thornburg Investment Management. + Read more
"Business Adventures" by John Brooks is a collection of stories that shows there's still much to be learned from the way businesses conducted themselves 50 years ago. + Read more