Articles in "2018 July":

Branding Your Branch: Part 1

  Jill T. Slomski     Wed Jul 25 10:30:00 EDT 2018 

What words come to mind when you think of a successful advisor branch team? The answers I usually hear include partnership, team, collaboration, communication, positivity, focus, and synergy.

While these characteristics may seem self-evident, they aren’t always easily implemented, especially if you’re trying to break bad habits that may have developed over the years. In a series of posts, I’m going to discuss the three most common problems branches have: lack of communication, differing priorities, and not sticking to the plan. In order to provide the best care and assistance to your clients, your branch should run as flawlessly as possible, so I will also provide tangible action steps to resolve these setbacks.

A Future Based on Purpose

  Michael Lynch     Thu Jul 12 10:00:00 EDT 2018 


I recently wrote a blog post discussing how to help your clients have a successful and fulfilling retirement, especially when considering the unpredictability of the future. After it posted, one of the comments suggested including the importance of philanthropy and giving back for having a fulfilling retirement, and I couldn’t agree more.

One of the most rewarding things retirees can do that can fill the calendar and the heart is giving back. As I’ve traveled the country, some of the happiest people I meet are dedicated to giving back—they have found a deeper sense of purpose and their lives seem more complete. There are several different ways to give back that can help your clients find purpose during retirement, whether it’s with money, time, or knowledge.