According to a recent study conducted by Allianz life, not all Americans are able to get the financial advice they need. Which is pretty troubling given the recent economic turmoil. The 2021 Retirement Risk Readiness Study highlighted the particular difficulties faced by certain demographic groups, in
Even with the COVID 19 death toll on America, the concept that "life is too short" is evolving, for people reaching retirement age. This is thanks to various breakthroughs in public health, and safety infrastructure.
Do you know that only 53 percent of employees at small businesses have retirement planning options? Now, if we consider the fact that there are 5 million to 6 million companies in the U.S. and just 650,000 defined contribution plans, it becomes obvious that saving
The existing Reg BI rule is not yet a fiduciary standard, but SEC enforcers still refer to it when investigating potential violations in regards to fiduciary activities and relations between clients and advisors.
Marketing is composed of a whole lot of “No -s” and few “Yes -es”. In other words, it is a volume game, meaning that to see results there must be a lot of attempts.
You need to get used to this idea and start creating lead magnets. This is a, usually free, piece of content that will ideally provide some value for prospects. Lead magnets help to build trust, identify someone’s pain, and thus make them more likely to
We recognize that marketing is a crucial component of any successful financial practice. Also, we understand that most advisors have limited time and resources to dedicate to marketing.
Courts did NOT throw out Reg-BI!Don’t be part of the last rush to compliance At this point, if you have not heard of the SEC’s Regulation Best Interest, then you have been under a rock for the past two years. All the writing on this blog
Remote-work software companies Quarantine may kickstart remote workWe will emerge from Coronavirus, but do we evolve or resume?My most positive outlookEase client concerns during this challenging time Pandemonium was palpable last week as many of us began to feel a creeping sense of unease around the
With the new millennia we crossed the point of no return where technology will be driving growth and prosperity. It is easy to see it happening all around us almost every day. There are new Google, Amazon, Netflix, Uber like companies that appear in different