Aligning Values With Money Isn’t Your Job

Published on September 18, 2024

Aligning a client’s values with their financial decisions is often touted as a best practice for financial advisors. It’s time to reexamine that premise.

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401(k) Real Talk Episode 122: September 18, 2024

September 18, 2024
Open, honest and candid discussion about One America's deal with Voya, Alera Retirement's growth, August job jumbers, the Wealthies and more.

The Secret Lives of Advisors

September 18, 2024
Don’t assume because you are a certain way that others behave in similar ways. We all reveal ourselves in a variety of small ways every day. Watch. Listen. Learn and never, ever assume. When someone does behave in a way you don’t like or is offensive, deal with it directly. Don’t let it fester and grow to destroy the relationship.