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“Better than Average” Planning

Talking about Alzheimer’s with clients can be difficult, but talking about building a retirement plan to survive any long-term care event is a good way to bring up the subject.   Click here to learn some valuable talking points to start this conversation and help raise awareness of Alzheimer’s.

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Building trust and connection….What do clients want from you? We recently shared that 80% of widows leave their financial advisor within a year of their husband’s death. While these clients may recognize the value of professional advice, they might not feel deeply connected to their current advisor, leading them to seek someone they connect with on a personal level. Emphasizing relationship-building and understanding unique client priorities can help retain and better serve female clients. Creating a more personal and trustworthy connection is key! Take a look at how both women and men ranked the importance of certain advisor characteristics.