Getting Clients to Follow Your Advice: The Overspending Retiree
Olivia Mellan and Kol Birke on what to do when your now-retired clients spend much more than you—and they—planned to spend.
How to Get Clients to Follow Your Advice
It’s one thing to give good advice — another to get clients to follow it. Behavioral finance experts Olivia Mellan and Kol Burke offer techniques.
Retirement Reality; Worst Decade; Manage Volatility With Managed Futures: January Investment Advisor—Slideshow
It’s hard enough to get retirement planning right with all the challenges your clients face—market volatility, living longer than they imagined—that could take their savings, but have you considered some of the other challenges they face that could take their lives?
He’s silver-haired and distinguished. She’s cute and toned.