Clients tend to think of retirement as one continuous phase of fun and freedom. In reality, retirement is far more complex than many clients are prepared to handle. Rather than a single carefree phase, the MIT AgeLab has identified four distinct phases of retirement. Help your clients prepare for the ups, downs, and surprises that come with each phase.
Fundraising has returned to pre-pandemic levels, higher yields and higher costs are necessitating a quality bias, and opportunities are shifting away from Asia to other parts of the world.
Financial professionals can build deeper rapport and connection, and ultimately have happier clients, by leveraging emotional intelligence. Penny Phillips, co-founder and president of Journey Strategic Wealth, shares tips to harness your active listening skills.