Approaching retirement planning as a voyage that embraces both the known and the unknown leads to very different conversations than much of those that take place in many advisor offices.
Entrepreneurship can be viewed as an alternative asset class and source of retirement income, maintains columnist and advisor Robert Laura.
There’s an intricate connection between the two that advisors should understand, says columnist 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.
Advisors can engage clients and prospects on a new level.
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.