Preventing the “Free Meal” Fiasco

Preventing the “Free Meal” Fiasco

My clients have received, and perhaps yours have too: the “special invitation” to a free meal, at which a money expert will explain one or more “wealth preservation solutions” for retirement (usually, it’s an annuity). While these so-called educational seminars have been around for years, they seem to be growing more widespread as the number of retiring seniors increases.

Why Keeping Up with Fintech Helps You Place Clients’ Interests First

Why Keeping Up with Fintech Helps You Place Clients’ Interests First

It may not have happened to you yet, but believe me, this day is coming: A client will ask you about bitcoin. He may want to know what it is, whether he should accept it at his business, or even whether it would be a good investment for him. If that conversation were to happen today, would you know how to respond?

The Retirement Bucket List: Coaching Clients Against Planning a Panacea

The Retirement Bucket List: Coaching Clients Against Planning a Panacea

We’ve all seen the pictures – the silver-haired couple walking on the beach at sunset, and retirees on big-ticket adventures, living the Life of Riley in their golden years. For as long as I can remember, financial services firms have used images like these to help prospects envision life after retirement, and to entice them to save for a future that includes once-in-a-lifetime adventures, dream homes and/or other big-ticket purchases.