Your Clients May Live to 100. Don't Use the 60/40 Glidepath.

Published on January 23, 2025

Advisors face a big challenge: helping clients with a retirement that could last as long as their careers.

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10 Steps to Get a Prospect to Commit

January 23, 2025
They seem interested, but to make them a client, you must master the art of the follow-up.      Related Stories7 Need-to-Know Details About Tax-Exempt GiftingWhen You Volunteer, Do People Know You're an Agent?These 9 States Cut Income Tax Rates for 2025

The Tech You Use Doesn’t Matter

January 23, 2025
It’s how you use it, why and how you explain that value proposition to your clients.