Are You Over-Educating and Losing the Sale?

Published on June 3, 2025

Most advisor’s sales processes are based on informing and educating prospects. You have a discovery meeting. You have a free financial plan. Then you have another meeting to present the plan and educate your prospect about why it’s important to implement it to solve their challenges.

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Eight Investment Must Reads for This Week (June 3, 2025)

June 3, 2025
CBIZ took a look at how the One Big Beautiful Bill Act would impact alternative investments. A federal appeals court ruling might have long-term implications for inclusion of private market assets in retirement plans, according to Private Funds CFO. These are among the investment must reads we found this week for financial advisors.

Working Until 70 Isn’t so Bad Provided you Feel 55

June 3, 2025
Denmark’s recent move to increase the statutory retirement age to 70 for those born after 1970 — the highest in Europe — highlights an obvious and potentially troubling reality: Most of us are facing longer working lives, but that also means we need to remain healthier for longer.