by Thomas C. West, CLU®, ChFC®, AIF®; and Steven A. Starnes, CFP®
Learn how to tailor your communication skills to best serve clients in crisis.
The emotional and physical stress that overwhelms clients faced with family-crisis situations often hinders clients’ abilities to make effective decisions and act on decisions. Join our panel of experts as they will discuss how financial planners can help clients navigate the demands of long-term services and supports (LTSS), and explain the distinction between communicating with clients and coaching clients.
by Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT®
Sabbaticals are no longer a nice benefit, they are a critical strategy to stay fresh, focused, and productive.
by David M. Blanchett, Ph.D., CFA, CFP®
Research suggests people tend to retire earlier than expected; doing so can have a significant (negative) impact on a retiree’s likelihood of achieving retirement success.
Learn why you should emphasize financial literacy with your clients, and how doing so benefits your advisory practice.
by Bob Curtis & Kevin Hughes
The time is now to promote Advisor Intelligence, not Artificial Intelligence. Click above to read more about the upcoming challenges financial services professionals will face and how the most successful leaders are preparing to overcome them.
by Dennis P. Mullen, ChFC®, CLTC is a Managing Director at Fifth Avenue Financial
Advisors often look for new and creative ways to help corporate clients attract and retain employees. Sometimes, however, the best solutions aren’t new at all. Such is the case with (IRS) Section 162 Executive Bonus Programs. Click above to read more.