If You’re Tellin’, You’re Not Sellin’: How to Close More Financial Sales Without Pushing Products
Why Your Clients Tune Out—And What to Do Instead If you’re spending most of your client meetings talking, rattling off features, explaining policies, and proving how much you know… I hate to break it to you, but you’re losing sales. Your clients don’t care about your encyclopedic knowledge of products. They care about their problems, […]
50% LESS COST, 100% MORE IMPACT: A New Era of Retirement Planning
Let’s face it—the retirement planning world has changed. The old rules? They no longer apply. Clients are living longer, spending more, and facing unpredictable markets. Things were different when pensions and social security covered the bulk of retirement expenses. But now things are different: market volatility can become a real problem with people trying to […]
How Can Advisors Play a Role in Closing the Financial Literacy Gap with Women Clients?
It is important that advisors understand that women may present different educational needs and retirement planning strategies than men. Your female clients may not be aware of the contingencies related to the cost of long-term care and other factors that could affect retirement income.Nearing retirement is supposed to be an exciting time, the start of […]
5 Ways Retirement Planning is Different for Women
Retirement planning for women can be uniquely different to that of retirement planning for a man of similar age, socio-economic background, and assets. When developing relationships, advisors need to understand that women may come to the table with different needs and challenges when it comes to retirement planning. Women of all ages and backgrounds can […]