Have you ever been in a meeting with a prospect or a client and after you’ve given them some great advice, they ask: “you know that sounds good; but why haven’t I ever heard of this before?”
One way to […]
Many financial advisors encourage their saver clients to contribute to their company’s qualified plan, at least enough to receive the company match. Which is hard to argue any differently; that company match is free money so why […]
After two years of planning and development, we’re proud to release the first version of the completely new system that will move us forward. With a fresh look and feel, and all of the presentations you’ve come […]
I wanted to let you know that since COW College I’ve had several meetings all using the COW tools. At the end of my meetings I asked my prospects and clients (I did some reviews) what they thought about […]
The uncertainties your clients face in retirement can erode their sense of confidence. Indeed, according to the 2017 Retirement Confidence Survey by the Employee Benefits Research Institute, only 18% of retirees say they are “very confident” about […]
