Lifestyle Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful lifestyle plans.
8 Marketing Do's and Don'ts for Retirement Advisors
By John ManganaroA new Capital Group study teases out the phrases and images that resonate with prospects — and those that fall flat.
November 10, 2022
10 Money Mistakes Clients Make: Advisors' AdviceBudgeting can be a surprisingly complex process. Here's how to guide your clients.
November 10, 2022
States May Get Tougher on Health Insurance MarketersAgent groups want the NAIC to focus on lead generators. Consumer reps have different ideas.
November 09, 2022
Frailty Risk: The Retirement Reality Your Clients Don't Want to Talk AboutNobody wants to consider their own mortality, but it's critical for the advisor to delicately but firmly bring these issues to the fore.
November 09, 2022
From Pets to Polyamory, 12 Unique Estate Planning QuestionsToday's advisors also need to be well informed on other topics — like digital assets and frozen embryos — to best serve clients.
November 09, 2022
Want to Work With Pro Athletes? Try a 3-Bucket StrategyJoe McLean, ex-pro basketball player turned advisor, works with NBA, MLB and NFL stars by creating a "locker room" climate for talking finance.
November 08, 2022
Fear, Confusion Hold Back Long-Term Care Planning: OneAmericaAbout 28% of older American polled in a recent survey have not spoken with anyone about long-term care planning.
November 04, 2022
Tips for Starting the Long-Term Care Discussion With ClientsAdvisors can celebrate Long-Term Care Awareness Month by spreading awareness.