Let’s acknowledge the stress that we advisors are facing today in this new world of financial planning. Technology development is creating an atmosphere of fee compression. At the same time regulatory changes are demanding more oversight, documentation and, quite frankly, more liability than we have ever faced in our careers. According to Department of Labor…
Category: Marketing
Expert Guidance Helps Case One Become Case Won
You’ve helped families save and accumulate throughout their lives. You understand bucket strategies. Now you’re ready to put together your first retirement income proposal and meet with your clients, but what will it be like? We sat down with an advisor who recently adopted IncomeConductor into their practice to talk about their first case experience….