Posts from the ‘Value Add’ category

Busted: Think You’ll Spend LESS in Retirement?



Ready to bust another retirement myth? Here’s one we hear often: “Your living expenses go down once you retire.” Certainly, there are some expenses — like commuting, lunches out and clothes for work — that will likely drop. If you’ve planned well, you may even have your home paid off by…

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Are Your Clients’ Goals Hidden from View? (Infographic)



According to Cogent Research, 48 percent of a financial professional’s time is spent retaining current clients.* If you’re an advisor, you’re clearly focused on your clients — but can that time be spent more efficiently? As new research shows, you may be missing an opportunity to address…

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