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Compared to other generations, GEN X may be less likely to raise their hands with questions. But they still need help, and this can provide financial professionals a lot of opportunities. Find out which top challenges they need help with and how your guidance can connect them with the resources they may not realize they need.
Learn more about how this generation of retirement savers are generally feeling—and how those thoughts can impact their saving habits and retirement planning.
Insurance products and plan administrative services provided through Principal Life Insurance Company®, a member of the Principal Financial Group®, Des Moines, IA 50392.
Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and services marks of Principal Financial Services, Inc., in various countries around the world.
© 2022 Principal Financial Services, Inc.
2300221-072022 | 072022
READ LESS ›Ralph and Jeff, founders of Courage Miller Partners, always dreamed of owning a clients-come-first firm. They looked to the RIA model for its freedom and flexibility – and to escape from brokerage burnout. To start on the right foot, Ralph and Jeff chose Schwab as a custodian because of its long track record of serving RIAs. Today, Courage Miller Partners has succeeded despite the uncertainty of the 2008 market crash and the recent pandemic, and its founders are now sharing their advice with you.
“We’re able to change our focus to the goals and desires of our clients. It puts them at the forefront of all of our decisions.” – Ralph Courage, Courage Miller Partners, LLC
To read more about Ralph and Jeff’s story of perseverance and success, as well as their advice on everything from transitioning your team to maintaining your culture, download the case study.
READ LESS ›Investors often turn to alternatives as a means of diversifying investment portfolios in anticipation of increased market volatility. This article explores how this approach has merit and works to maximum effect when allocating across a diversified mix of alternatives. Read the article and learn about three alternative strategies that could form part of a diversified approach, including:
Download this white paper and learn how to implement top strategies used by high-performing advisors in the following areas:
PLUS - find out how these areas are interconnected and get key takeaways you can implement right away!
READ LESS ›The client experience—from an advisor/firm and advisor/client perspective—is a differentiating factor in an independent advisor’s success. In this white paper, you’ll learn how partner firms can support advisors and why choosing the right firm partner will allow you to create the optimal client experience to build strong, lasting relationships.
You’ll also learn how to:
One of the greatest challenges green investors face is the abuse of plastic production and disposal. Like other climate issues, problems and solutions prove to be complex. However, hope lies in understanding the solutions to this systemic challenge and advocating for a complete rethink of every aspect of plastic value chains, including which players need to take responsibility. This is what Trillium has done with corporate engagement and shareholder advocacy work.
Read this article to learn about an ESG investment and advocacy process designed to pressure plastics producers and affect supply and demand. Topics discussed include:
Member FINRA, SIPC.
Past performance is not a guarantee of future results.
MF1838579 - 10/21
READ LESS ›If you use asset allocation model portfolios, you’re not alone. The use of model portfolios continues to grow exponentially because they can help take the hard work out of investing. Models often free up more time for advisors to spend with clients on holistic wealth and financial planning. However, you need to weigh the options carefully before choosing a model provider
Download this checklist now to help you with your due diligence and ask the right questions to ensure the model you use fits your needs. This includes four key factors, such as:
While models can make things easier, it’s crucial you pick the right one so your business flourishes while clients stay happy. Discover how to ensure you do just that!
John Hancock Investment Management Distributors LLC | Member FINRA, SIPC | 200 Berkeley Street | Boston, MA 02116 | 800-225-5291 | jhinvestments.com
Past performance is not a guarantee of future results.
MF1867107, 11/21
READ LESS ›The landscape for wealth management firms and family offices is becoming more competitive. When partnering with high-net-worth (HNW) individuals and families, it’s important to be on the lookout for innovative ways to create value and strengthen your relations with clients as deep loyalties tend to lead to referrals and grow your business. One way you can put yourself in a position to enhance your partnerships and increase client satisfaction is by offering bill pay services.
Download this white paper and learn how you can:
The life insurance application process can be lengthy and arduous for all involved: the applicant, the agent, and the insurer. Missing and incorrect data can wreak havoc on the process, wasting valuable time and resources. Yet solutions are available that can help significantly improve the application process by verifying applicant identities and populating essential fields for the carrier.
Download this case study to discover how insurers can:
LexisNexis® InstantID® and LexisNexis® Life Data Prefill are not provided by “consumer reporting agencies,” as that term is defined in the Fair Credit Reporting Act (15 U.S.C. § 1681, et seq.) (“FCRA”) and do not constitute “consumer reports,” as that term is defined in the FCRA. Accordingly, LexisNexis® InstantID® and LexisNexis® Life Data Prefill may not be used in whole or in part as a factor in determining eligibility for credit, insurance, employment or for any other eligibility purpose that would qualify it as a consumer report under the FCRA. Due to the nature of the origin of public record information, the public records and commercially available data sources used in reports may contain errors. Source data is sometimes reported or entered inaccurately, processed poorly or incorrectly, and is generally not free from defect. This product or service aggregates and reports data, as provided by the public records and commercially available data sources, and is not the source of the data, nor is it a comprehensive compilation of the data. Before relying on any data, it should be independently verified. LexisNexis and the Knowledge Burst logo are registered trademarks of RELX Inc. Other products and services may be trademarks or registered trademarks of their respective companies. Copyright © 2022 LexisNexis Risk Solutions. NXR15349-00-0222-EN-US
READ LESS ›Everyone has a unique outlook and their own opinions, but workplace roles and experiences can affect those views. When talking with retirement plan sponsor clients or prospects, the role your contact has at the organization likely influences much of what they think and feel.
This case study reveals what was found when comparing C-suite respondents and those in human resources (HR) roles:
Insurance products and plan administrative services provided through Principal Life Insurance Company®, a member of the Principal Financial Group®, Des Moines, IA 50392.
Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and services marks of Principal Financial Services, Inc., in various countries around the world.
© 2022 Principal Financial Services, Inc.
2300221-072022 | 072022
READ LESS ›