by
Robert Laura
Retirement comes with it’s own set of challenges. Here are four ways advisors can help their clients overcome them.
by
Robert Laura
The concept of retirement coaching has caught fire, and it’s getting hotter, says advisor and columnist Robert Laura.
by
Robert Laura
Once a client understands that retirement can’t quench all their thirsts in one swift move, advisors can use life planning tools and resources to help them focus on managing the ones most important...
by
Robert Laura
Advisors help new grandmas decide if early retirement is right for them.
by
Robert Laura
Showing clients their financial lives as a soap opera can help you communicate what their problems are (and where your value lies).
by
Robert Laura
The door to retirement can lead to an end, rather than a beginning, if clients walk in with the wrong expectations.
by
Robert Laura
Advisors focus on the freedoms and liberties promised by retirement, but what it can rob from clients rarely makes it into conversations or fancy binders, says columnist and advisor Robert Laura.
by
Robert Laura
Advisors have an opportunity to help clients get into a “zone” and an achieve optimal retirement by focusing on mind-set, training and the important role of emotions.
by
Robert Laura
They can bring dramatic changes to your relationships with clients, says advisor and columnist Robert Laura.
by
Robert Laura
Advisors should do three things to help clients reduce their stress, increase confidence and live a happier, healthier, more connected retirement, says columnist and advisor Robert Laura.
