Robert Laura

 9 10 11 12 13  

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.

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.

Creating 'Aha' Moments In Retirement

by

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

These Retirement Stats Paint A Troubling Picture

by

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

Don’t Get Left Behind In These Emerging Retirement Trends

by Robert Laura

Fresh ideas are needed in providing services to retiring baby boomers.

How To Become A Retirement Expert

by Robert Laura

Columnist Robert Laura explains steps that advisors can take to get noticed by potential clients.

When Retirement Suddenly Changes

by Robert Laura

What should you say to a client who tells you he's been diagnosed with cancer?

Adjusting Your Own Risk Tolerance

by

Columnist Robert Laura says advisors should step out of their comfort zone and pursue their own big idea.

Tackling A Big Taboo: Religion And Your Practice

by

Columnist Robert Laura looks at how, when and if advisors should discuss the topic with clients.

Chains, Stains And Pains Of Retirement

by Robert Laura

Advisors need a new combination of skills to help prepare clients for retirement -- skills that go beyond dollars and cents.

 9 10 11 12 13