As a financial advisor, you already know—most people aren’t lacking access to financial products… they’re lacking clarity. They don’t know: If they’re on track What […]
April is Financial Literacy Month… and that’s your opportunity Read post →
Retirement Planning Is More Than Investments: A Better Way to Help Clients Solve for Lifestyle When financial advisors talk with clients about retirement, the conversation
Solving for the Income Gap Read post →
If you’re like most financial professionals, you’ve been trained—directly or indirectly—to explain what you do by listing the products you offer. “I do life insurance.”
Stop Leading with Products and Start Having Better Conversations Read post →
Many financial professionals first encounter the Personal Economic Model (PEM) and wonder the same thing: Is this too simple for sophisticated clients? After all, many
Is the Personal Economic Model Too Simple for Advanced Clients? Read post →
For many years, retirement planning conversations have revolved around a concept known as the 4% rule. The premise is straightforward: withdraw 4% of your retirement
The Problem With the 4% Rule Read post →
