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Staying Engaged in Financial Planning

Staying Engaged in Financial Planning
In a June 2014 report entitled, “Does Past Performance Matter? The Persistence Scorecard,” S&P Dow Jones Indices reported the following: “Very few funds can consistently stay at the top.

Forging Long Lasting Relationships

Forging Long Lasting Relationships
Education and Dialogue Forge Long-term Client Relationships. “Some of my wealthiest clients did not create their wealth investing with our firm,

Planning is for Everyone

Planning is for Everyone
In its “7th Fidelity® Advisor Insights” study released in 2013, Fidelity Investments reported that many financial advisors are not taking the necessary steps today to sustain their businesses in the

Lasting a Lifetime

Lasting a Lifetime
The Center for Applied Research – part of the State Street Corporation, an international financial services holding company – released a report in May entitled, “Stuffing Cash Under the

Calming Client Fears

Calming Client Fears
Dusting off the History Books to Calm Client Fears. Jay Gagne is more concerned with what he calls “headline risk” than he is with the cyclical ups and downs of the stock market.

Putting Baby Boomers on Track for Retirement

Putting Baby Boomers on Track for Retirement
Retirement Planning Provides Workshops and Direction to Set Retirement Goals. With more than four decades of financial service experience

Taking the Mystery Out of Fees

Taking the Mystery Out of Fees
Generally, financial planning firms charge an annual fee for their services. How they establish their fee is likely based on criteria such as the advisor’s credentials and years of experience in the

Conservative Investing: A Tough Sell

Conservative Investing: A Tough Sell
You can't Just Throw Money into a 401k Anymore. Conservative investing can be a tough sell to clients, but a less transparent market and the increased risk it brings makes purchasing wise

Combining “Teachability” with a Scientific Approach

Combining “Teachability” with a Scientific Approach
There is an old saying that “you can't teach an old dog new tricks,” but in the world of financial planning, the concept called “teachability” remains a key component for ensuring that clients don't

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