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Summary: As boomer clients near retirement age, advisors must help clients rethink their vision for their golden years. With longer life spans, the financial fact of life is that many boomers will still need to generate some earned income in retirement. They might not retire from work—even once they qualify for age-dependent benefits, such as Social Security and Medicare—but rather will retire to a different kind of work.
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Summary: It’s time for a semi-painless relationship check-up. How deep have you gone with your top clients and COIs? Admittedly, it may be more painful for some than others. But no pain, no gain, right? Here are three steps to making certain you’re building loyalty and penetrating COIs.
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Summary:The wealth management firm Aspiriant believes the client experience is so important that on its website everything else is labeled just that: everything else.The delivery of a superlative client experience is the last frontier when it comes to differentiating one advisor from another.
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Summary: Seminar success depends on many different factors, some of which will inevitably be outside an advisor's control. But while there's no one "right" way to run a seminar for prospective clients, there are a few simple strategies that can allow advisors to differentiate themselves from the competition and position their events for success. If your seminars aren't giving you the results you want, you might want to see if you're running into any of the following problems.
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Summary: Want to cut your firm's costs? Creating more effective back-office operations can help yield significant savings, according to a study by Laserfiche -- an enterprise document management company that, conveniently, promises to help RIAs do just that.
