Crafting a retirement investment strategy can be a daunting task for many people, even when they have a great financial advisor. The best way to help your clients get started is to remind them to slow down and answer three questions.
PlanStrongerTV™ hosted by David Holland, CPA, CFP® featured Joe Elsasser, CFP®, RHU®, REBC® and president of Covisum in an episode titled, "How to Make the Most of Your Social Security Benefits." Watch it now.
Contributed by Joe Elsasser, CFP® president of Covisum
You've done it. You've created a business and marketing plan. You've promoted your seminar, successfully filling the room with the right audience. Several potential clients have reached out to you to follow up and create retirement plans for them. Success!
But, wait. How will you close the deal? Preparing for your initial meeting with a prospect is critical. We break it down into easy steps.
Katie Godbout, Marketing Strategist
Recently, we talked about how to create a strategic marketing plan. Now, let's build on that.
Financial advisors from all over the country rallied in Omaha, Nebraska, April 4 and 5 at the Embassy Suites by Hilton Omaha Downtown Old Market.
Jeremy Armagost, CFP® RICP® has earned his Master's Degree in Financial Planning from the College for Financial Planning. He has also earned the RICP® designation which is an advanced designation dealing with retirement income planning.
Financial advisors, now more than ever, must demonstrate value to clients in order to maintain and grow their businesses. But how?
Financial advisors have a great opportunity to help clients harboring misunderstandings of common systems with significant financial impact. Using education and visualization of these systems, it's possible for advisors to add significant value to their client's lives.
The reports of the death of Social Security planning have been greatly exaggerated. A year after its passage, we look at how the legislation’s elimination of two key Social Security claiming strategies has impacted clients and financial advisors.
Lauren DeGroot is an associate advisor at Sequent Planning, LLC, an Omaha-based investment advisory and financial planning firm.
Her practice is focused specifically on helping people with major retirement-related decisions, including when to take Social Security, when to draw from various retirement accounts and how to manage risk and taxes throughout retirement. As a member of The Arrow Group, we wanted to check in with Lauren and ask her a few questions.