Articles in "529" category:

Today's Lesson: How to Talk to Your Clients About Saving for Higher Education

  Michael Lynch     Thu Aug 30 10:15:00 EDT 2018 


As the end of the summer rapidly approaches, many families are getting ready to send their kids back to school. For the younger ones, that preparation is as simple as new backpacks filled with school supplies and reinstating a bedtime. For the young adults heading off to college, however, it’s a bit more complicated and a bit more expensive.

Many parents, with children of all ages, may be anxious about how to tackle the financials of higher education. As an advisor, you have the opportunity to help ease these worries by discussing the costs of higher education, presenting them with options, and helping your clients create a plan, regardless of how old their kids are.

Plan Creative Client Events in 2017

  Bill McManus     Tue Jan 24 14:45:00 EST 2017 


Each year, financial advisors face the challenge of finding unique ways to engage with their clients. It can be tough to think up new ideas, but the good news is, you don’t have to reinvent the wheel. If you’re looking to hold creative client and prospecting events, let the calendar work for you. Each season, each month, we are presented with numerous opportunities around which to plan original, memorable events for clients and prospects.

Here are just a few examples of how calendar dates can help you leave a lasting impression:


Appeal to Millennials Using the Rule of -ates, Part 3: Educate

  Bill McManus     Thu Jun 18 10:00:00 EDT 2015 


In the first two parts of the “Rule of –ates” series, I talked about the importance of considering the social habits of your millennial clients and what recreational activities they enjoy. Now I want to talk about educate—why it can be significant for financial advisors to know about where and how their millennial clients received their higher education.

Education amongst Gen Y (millennials) can be a great source of pride and connections, and also angst. By opening up the discussion around where and how your younger-generation clients were educated, you may be able to find meaningful ways to be impactful in their lives. When meeting with millennial clients, make an effort to ask questions about their alma maters. Not only can you learn more about these clients, but you can also find out important information that you can use later.