- Chronic Conditions Increase Health Care Spending Amongst Seniors
How Medicare can help
by Dave Rich
Much like everything else, health care costs are on the rise every year. This is especially true for seniors in retirement who are facing increasing chronic conditions like diabetes, rheumatoid arthritis and heart disease. According to the CDC, chronic conditions account for 90% of the nation’s health care spending. For the average American senior, these…
read more - The Simplicity Of Term Life Insurance
The financial protection you should be talking about
by Jennifer Torneden
Life moves pretty fast, if you don’t stop and look around once in a while… well, you know the rest. As life constantly changes and shifts with new jobs, new babies, new homes, marriages, divorces, pandemics, recessions and more, term life insurance is a financial strategy that can help you weather both the storms and…
read more - Five Strategies For Remote Business Growth
How working from home can create opportunities to improve your business
by Tiffany Markarian
Being in a remote environment does not have to impair your ability to revitalize your business or growth strategy. In fact, working from home may be your ideal opportunity to do some behind the scenes work on your business. Below are the top five growth strategies you can execute in a remote environment to advance…
read more - Recruitment’s Curious Conundrum
Identifying the “hot-button motivators” of potential recruits
by Sarano Kelley
In this article, we’ll explore how to identify key characteristics and motivating factors of the recruiting candidates prior to and during the interviewing process to ensure you address their decision-making hot spots and to determine if they are a good fit for your firm.
read more - Raising The Bar
A personalized approach to delivering first-class client experiences
by Jesse Abercrombie
In a world where hotels and credit card companies offering consumers enticing rewards and concierge-level service is no longer reserved for the wealthy, our clients have higher expectations than ever — including of their financial advisors.
read more - Reimagining Support For Financial Professionals
How Lincoln Financial is guiding advisors on the journey from accumulation to distribution
by John Dimonda
I often get asked why financial professionals are so important and a story that I often share is that of two climbers, Sir Edmund Hilary, a New Zealand climber and George Mallory, an English mountaineer. Sir Edmund Hilary is credited for being the first mountaineer to successfully climb Mt. Everest, the tallest mountain in the…
read more - Advisor Exit Strategies
While helping your clients with their retirement plans, they might be wondering about yours
by Alex Reffett
It’s said that if you fail to plan, you better plan to fail. As financial professionals that should come as no surprise. But what is a surprise is the fact that so many advisors have not started planning—let alone thought about—their own retirement.
read more - The Real Value Of Good Advice
What crypto might teach us about the “middle man”
by Tamiko Toland
Everybody hates the “middle man,” right? After all, he just stands in the center of a transaction without providing value and we would all be better off—and keep more money in our pockets—if he just disappeared.
read more - A New Look At Productivity And Employee Well Being
Being back in the office isn’t the same as it once was
by Shareen Luze
As many employees transition back to in-office work, it’s definitely not business as usual.
read more - A Conversation With Chris Huemmer
Getting Real
As investors grapple with an historic low interest climate, reverberations from stifling Covid-19 protocols and newly emerging economic volatility, prospects for asset growth are, to say the least, a little hazy. One area of growing interest is the prospects for real assets, defined as real estate, infrastructure and natural resources.
read more - Making Your Online World Safe
How would a cyber-attack affect your practice?
by Adi Garg
Advisors operating their own wealth management firms want to provide the best possible service for their clients. Now, more than ever, this necessitates protecting clients’ data.
read more - Refreshing The Art Prospecting
A fundamental approach to mastering the client appointment process
by Joe Ross
During the past two years, we have all experienced how the pandemic has changed the face of the customer experience. Protecting health and well-being remained the number one priority and companies had to be increasingly innovative in order to remain connected to their customer base.
read more - The New Variables Of Pre-Retirement
Six ‘what-ifs’ to help your clients make smooth transitions
by Anthony Delauney, CFP® BFA®, ChFC®, CRPC®, RICP®
What’s the most common concern your clients have when planning their transition into retirement? The question sounds simple, but one surprise I’ve discovered after working with families over the past two decades is that the answer often changes as people approach their retirements.
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